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To: rupert1 who wrote (47030)2/5/1999 12:42:00 PM
From: John Koligman  Respond to of 97611
 
Victor *ot*

I would be interested in LSI in the mid to high teens. As for EMC, I HATE buying inflated stocks, but storage is a great place to be for the next few years. EMC also has very high margins at the very top of the business. If they continue to execute it is a pretty good bet they continue to do very well. I just wish I had listened to myself and bought when I was still working for IBM a couple years back. At that time, I would visit major IBM accounts and see that most of them were replacing IBM 3990 DASD with EMC boxes. I looked at EMC stock and it seemed to be stuck in the teens. Well, the rest is history!

Regards,
John