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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: yard_man who wrote (27626)4/23/1998 10:42:00 AM
From: Thomas M.  Respond to of 132070
 
I just mean in terms of commentary, not PE multiple. EMC was underpriced last summer, but not now. Everyone always says, "DELL, CSCO,and MSFT are the only remaining tech stocks with unbleished growth." EMC should be included in that sentence.

Tom

Edit: I just looked at the GTW #s. They're growing 5%, EMC 30%. They have no proprietary position, EMC does. Both are at 30 times '98 estimates. Do I smell a paired trade? -g-


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