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

To: JDN who wrote (3267)	11/20/1998 3:37:00 PM
From: Gus	Read Replies (1) \| Respond to of 17183

JDN, Thanks. EMC is a great stock to own and trade on the side (exclusively from the long side), isn't it? Mapari, Thanks too. Unfortunately, while I did scale back a bit, I haven't totally bailed out of AXC yet. The demand for AXC stock continues to deteriorate because, aside from losing the last two chances (KM and Mitsubishi patent case) it had for dramatically changing its earnings power, it is also in the process of working out the seasonality of its core extreme data storage biz while it addresses faster growing markets. Strictly a spec. Certainly more risky than, say, internet stocks with no fundamentals but the stocks have one of the best supply and demand profiles I have seen in a very long time. It looks like its sustainable too. Probably will always be volatile. Regards, Gus