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

To: dennis michael patterson who wrote (5011)	3/21/1999 8:37:00 AM
From: JDN	Read Replies (1) \| Respond to of 17183

Dear Dennis: Party Pooper, Party Pooper!! (ggg) JDN

To: dennis michael patterson who wrote (5011)	3/21/1999 8:39:00 AM
From: John Carragher	Read Replies (1) \| Respond to of 17183

Dennis Barrons moves stocks due to herd mentality on Mondays. Also there is an interview with Laszlo Biriny subject "going with the flows". He follows the cash flow vs mrkt up or down and in Feb issued this call. A great example was in February, when the market was down 150 points. We sent a fax out to our clients and said there wasn't that much selling. Yes, it was a significant loss. But in several key stocks like IBM, there was actually a little bit of net buying. We recommended people buy four stocks, including IBM, Xerox, Texas Instruments and EMC. And over the next two days, after we put out that fax, IBM was up 15 points. We were able to avoid the surface illusion of a decline in price because when you looked on a trade-by-trade basis, you found that people weren't selling IBM -- they were buying. We don't make judgments about computers or software or services. We said that the market is still saying this was a very good situation. This is old stuff now that we are in March but Laszlo has been hot for the several years. Can't tell about his thoughts today on emc but I show relative strength @ 92 in zacks or s &p. IMO the coverage of emc in Barrons will generate buying on Monday. For a lot of folks not familiar with emc they react on what they read in Barron's. Perhaps it won't be enought to hold on throughout the day. see ya John

To: dennis michael patterson who wrote (5011)	3/21/1999 8:42:00 AM
From: Donaldm	Read Replies (1) \| Respond to of 17183

dennis michael patterson writes: <<But AOL is as overbought as it gets, and no one is buying Dell.>> Someone must be buying Dell if the daily avg. volume is over 35,000,000/day. In fact, ONLY 33,834,000 SHARES OF DELL were traded Friday. I think your statement of no one is slightly off target. Donald

To: dennis michael patterson who wrote (5011)	3/22/1999 2:32:00 AM
From: Khris Vogel	Read Replies (1) \| Respond to of 17183

Barrons irrelevant. My 2 cents is that this article is a non-event. First, everyone already knows everything in the article. Yet, for all the positive press that EMC has received over the last few months, most retail investors couldn't tell you a thing about EMC and what they do. Hmmmm... Second, if this article would help EMC then, by dint of the same logic, it would help the other top 5. But AOL is as overbought as it gets, and no one is buying Dell. I conclude that for most people, this article confirms what they already knw. Again, most are not familiar w/ EMC, especially when compared to the AOL and Dell names. Let's see what happens when EMC gets half the name recognition of those two cos. and what it does to the share price. JMO, but between the Barron's article and the Business Week listing, EMC will enter onto a few more radar screens this week, causing more interest and excitement in the stock.