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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (54)	2/18/1999 12:41:00 AM
From: Uncle Frank	Respond to of 54805

To All: I just checked the list of new subjects on SI. They show the new ones for the past 3 days at techstocks.com. This thread has the highest number of responses on the list by far. Two possible conclusions: The topic may be attractive The members talk a lot <g> Either way, I'm proud as punch to have been the original poster (a short one so you could see the responses without paging down). I would really like this to become a meeting place where G&K investors can share insights in a serene environment. Thanks for joining me. Frank

To: Uncle Frank who wrote (54)	2/18/1999 10:37:00 AM
From: Tony Viola	Respond to of 54805

Frank, I'm looking at EMC also. It was down as much as 3 1/2 again today, I suspect because the highest flying high cap techs are going through a correction because of Dell. >>>I presume one of emc's competitors is Big Blue. What is emc's share of the sector? EMC passed Blue about five years ago in market share for large storage systems, never looked back. I remember numbers something like 34% EMC, 21% IBM. There are three or four other significant ones like Hitachi in the space also. >>>Does emc have any control of the standards of the storage sector? Patents? This is a requirement for Gorillahood. Unquestioned leader in sales, innovation ,etc. including over IBM in storage. Hey, IBM signed with STK to remarket STK's drives about 2 years ago. They don't seem to care about being #1 in innovation sometimes anymore. EMC CEO predicted $10B sales within three years or so this week. Right now, they're at a $4B run rate and rising. These numbers ain't cheap (from SI Profile): Based on EMC closing price of $100 on 02/17/99 Percentage price change year-to-date 17.6% Percentage change, last 52 Weeks 185.7% Price/Earnings Ratio (last 4 quarters) 76.8 Price/Sales Ratio (last 4 quarters) 14.8 Market Capitalization $54.03 billion So, doing this little synopsis helps me decide what to do also. Price to sales 14.8, whoa. Someone said support/good price 96 - 97. 50 day ma ~95. Looks like it bounced off 96.5. Another thing, techs typically have a weak period about now 'til May or June. And, look at that ramp up since last Oct. Oy. bigcharts.com Decisions, Decisions, Decisions Tony