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

To: JRI who wrote (4618)3/2/1999 11:18:00 AM
From: Boplicity  Respond to of 17183
 
No, not at all go right ahead. We are on the same wave length, you seem to have a better handle on EMC I'm just getting my feet wet..

Greg



To: JRI who wrote (4618)3/2/1999 11:24:00 AM
From: Tony Viola  Read Replies (3) | Respond to of 17183
 
John, re Dell, I wonder whose storage boxes they are reselling. They do essentially no R&D (1.5% R&D spending in the last quarter expressed as a percentage of revenues). That's one fifth to one tenth what companies that do real R&D, like EMC, spend. You don't just grow these products in the basement. Dell is also going after small stuff, not that you can't make it up on volume with small stuff.

Tony


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