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

To: Sam Citron who wrote (15283)	9/16/2003 11:04:24 AM
From: Fred Levine	Read Replies (1) \| Respond to of 17183

Press Release Source: EMC Corporation EMC Widened Market Share Lead in Storage Software, Report Says Tuesday September 16, 10:09 am ET HOPKINTON, Mass.--(BUSINESS WIRE)--Sept. 16, 2003--EMC Corporation widened its market share lead in information storage software in the second quarter of 2003, reaching 25.5% revenue share according to IDC's Worldwide Storage Software Quarterly Tracker(1). IDC's newly released estimates concluded that EMC grew second-quarter storage software revenues more rapidly than any of the next seven largest suppliers and at nearly double the rate of the total market. IDC estimates that the total storage software market grew 7.3% sequentially from the first quarter to the second quarter of 2003. David Goulden, EMC Executive Vice President of Global Marketing and New Business Development, said, "EMC's ongoing commitment to delivering flexible, open storage management software and the world's most functional storage solutions is bearing fruit. Adoption of both our multi-platform and platform-specific software translated into real share gains in the second quarter as customers increasingly turned to EMC to safeguard and manage their information through the various stages of its lifecycle." About EMC EMC Corporation is the world leader in information storage systems, software, networks and services, providing automated networked storage solutions that enable organizations of all sizes to better and more cost-effectively manage, protect and share their information. More information about EMC's products and services can be found at www.EMC.com. (1) Source: IDC's Worldwide Storage Software Quarterly Tracker Q2 2003 -------------------------------------------------------------------------------- fred

To: Sam Citron who wrote (15283)	9/16/2003 5:06:39 PM
From: Gus	Read Replies (3) \| Respond to of 17183

Sam, Small-caps have outperformed large-caps in the first year following the end of each of the last 10 major US recessions - including the latest one from 03/2001 to 11/2001 -- since WWII based on the well-known Ibbotson Associate studies. I think the numbers for the second year after recession also show small-caps outperforming large-caps, but then industry-specific and company-specific dynamics start coming into play with the passage of time. <font color=blue> SMALL CAP VS LARGE CAP STOCK PERFORMANCE One Year After Recessions End of SMALL CAP* LARGE CAP** Recession 12-month Return 12-month Return SPREAD 10/31/49 31.4% 30.1% 1.3% 05/31/54 51.1% 35.7% 15.4% 04/30/58 53.5% 37.2% 16.3% 02/28/61 18.0% 13.5% 4.5% 11/30/70 12.1% 11.3% 0.8% 03/31/75 58.1% 28.3% 29.8% 07/31/80 45.1% 12.8% 32.3% 11/30/82 43.6% 25.5% 18.1% 03/31/91 27.5% 11.0% 16.5% MEAN 37.8% 22.8% 15.0% MEDIAN 43.6% 25.5% 16.3% </font> Ibbotson Small-Cap Total Return Index S&P 500 Index End of Recession dates are based NBER-defined recessions. Source: Stocks, Bonds, Bills, and Inflation 2002 Yearbook @2002 Ibbotson Associates, Inc. The latest recession started in March 2001 and ended in November 2001. US Business Cycle Expansions and Contractions* nber.org