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

To: Steve Yuan who wrote (3789)	1/13/1999 10:42:00 PM
From: dennis michael patterson	Read Replies (1) \| Respond to of 17183

Steve, I make no representations as to the technical aspects of things. others on this thread are much better at that. I am a technician. This chart is awesome. And if you need any further proof of the strength of this stock, condier whet it did today. It did much better than many other big cap tech stocks. What I need here is a stock split.

To: Steve Yuan who wrote (3789)	1/14/1999 8:37:00 AM
From: bob gauthier	Respond to of 17183

Response on PC disk drives: Steve: As far as I know ALL mainframe disk storage units now use 'PC' disk drive units. The old mainframe only disk storage units, with platter sizes of 8 or 11 or even greater inches became obsolete several years ago. The mainframe platter manufacturers could not compete with the volume PC manufacturers, and the quality of the 'PC' disk drive units and their failure rate improved dramatically. EMC is actually in a wonderful position on this front because their architecture is not tied to any particular disk drive unit. They can shop around to purchase the best internal components, with the best reliability rates, at the best prices. By the way, I've toured the EMC assembly facility in Mass. and the quality control is incredible. Each unit is exhaustively testing under multiple conditions before shipping. Good lucky to all on their investments. Bob Gauthier

To: Steve Yuan who wrote (3789)	1/14/1999 12:14:00 PM
From: JRH	Read Replies (1) \| Respond to of 17183

But here is my concern. Since EMC, unlike IBM, uses PC disk drive to store information, the recover of HD sector may not bode well for EMC. That is a reasonable question. However, the real weakness in the Hard Disk Drive (HDD) industry has been pricing on the desktop drives. If you look at IBM's SSD (storage systems division), you will see that they are still making significant dollars selling high-reliability, fault-tolerant server-class drives to customers like EMC. In fact, I think that IBM OEM's many of the DASD (mainframe storage) drives from EMC, which is great for shareholders. So IBM in fact is making money off of its competitors (similar to what it does with its HDD head technology).... Justin