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To: robert duke who wrote (5928)	2/28/1999 12:13:00 PM
From: Bretsky	Read Replies (2) \| Respond to of 41369

I hope you are right. I think you'll like everything you see about EMC. With current valuations where they are (all are high though)I think EMC might even be rated even or a bit above CSCO. I would forget about 3COM. I cannot stand the stock. They are losing even more market share and while everyone says it's fairly valued or undervalued, there's a reason. They are getting eaten up by CSCO and continue to lose out. No progress is being made by 3COM and it shows in the stock performance. I'd compare it to Compaq, which I regretfully own and probably will sell soon. Dell continues to kick its tail, and everytime CPQ teases its shareholders and shows some progress, the stock falls back and shows its true colors. I hope you are right about DOW 30,000. I think we should get by DOW 10,000 this year also and I'm very well positioned in market leaders so if it does I should benefit. Best of luck !!!!!