Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Kevin M. Reilly who wrote (3163)	10/18/1998 10:33:00 PM
From: SJS	Read Replies (1) \| Respond to of 17183

I think every company selling technology tries to make their products indespensible. Millions of dollars in sales and marketing goes into providing FUD to make companies think they will be left behind without the products being sold. CSCO does, LU does and EMC does. However my opinions are rooted in how recessionary forces affect IT organizations. I didn't say EMC stops selling. I say they don't grow at 30%, or greater. But this too, shall pass. If AG continues to make money cheap, and we just get a "nick" in the US from the slowdown, then we could just be impeded from "full steam ahead" for a short while. If you're hedged, you must have that same nagging concern, or else you wouldn't spend the "insurance" money on puts. It's not always financially prudent to be hedged all the time, however, cause the continuous costs of the hedge is usually NOT negated by the overall upside gains. Hope for the best, prepare for the worst. Regards,