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Technology Stocks : EMC How high can it go? -- Ignore unavailable to you. Want to Upgrade?

To: David Loomis who wrote (14663)	10/14/2002 8:22:38 PM
From: Bread Upon The Water	Read Replies (1) \| Respond to of 17183

thanks for the info.

To: David Loomis who wrote (14663)	10/15/2002 4:42:48 AM
From: Gus	Read Replies (2) \| Respond to of 17183

Some comments about the potential acquirors in that article: 1) Dell - great company, lousy stock currency at $68B unless you expect it to be eventually worth more than Intel ($101B), IBM ($108B) or Microsoft ($263B). 2) Cisco - great company, lousy stock currency at $75B especially now that it is the top supplier (15%) to a global telecom market which may be re-monopolizing or re-oligopolizing to rebuild its badly damaged balance sheets before eventually being deregulated again in a more methodical and systematic manner. That may take longer than many people think but such are the trade-offs for deregulating before demonopolization the first time around. 3) HPQ - great printer division but still a lousy company overall with lousy management and a lousy stock currency at $37B just waiting to go down on its knees. The migration of very high quality executives from HPQ, BMC, Microsoft, Wang and Perot Systems to EMC suggests strongly that, of all the companies mentioned in that article, EMC is actually the company with the most attractive equity from the appreciation standpoint so why should they sell?