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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: John Carragher who wrote (17405)	7/12/2003 11:11:59 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78595

EMC is not a value stock now, imo. (p/sales & p/book are too high) I see that at least certain aspects of the storage business are booming (esp. tape - of all things! - from STK). I have no idea how sustainable or cyclical these businesses are. As far as I'm concerned EMC has made its good move already. Not to say that EMC - once and maybe again, a very popular stock - won't continue its rise. I hope it does: I'm still holding a losing position in ADPT and maybe further interest in the sector will pull this stock up too. Also fwiw, in glancing over some of the Scudder funds, I see only Scudder Aggressive Growth has EMC as a top holding. I find it odd that the Vice Chairman publicly mentions EMC but his fund managers don't seem to hold it large. Perhaps it's possible I have outdated fund-holdings information? Paul Senior finance.yahoo.com