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

To: stockman_scott who wrote (5300)	4/6/1999 4:26:00 PM
From: John Carragher	Respond to of 17183

imo dell, money moving in on speculation of good news by dell, they have a meeting with analysts Wed.or thursday.

To: stockman_scott who wrote (5300)	4/6/1999 4:57:00 PM
From: TigerPaw	Read Replies (2) \| Respond to of 17183

momentum money from AOL and EMC is rotating back into DELL. I'm tempted to say ouch, but EMC is up 30% from a few weeks back so I have nothing to complain about. (I also have 50 shares Dell for every share of EMC I own). TP

To: stockman_scott who wrote (5300)	4/6/1999 5:42:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 17183

SS, DELL is starting to run again folks -- 2 days in a row. The train is leaving the station. IMHO, some of the momentum money from AOL and EMC is rotating back into DELL. Oh, OK, thanks for running over here from the we love Dell thread to tell us all this. Next time Dell is down and EMC is up, I'll be sure to return the favor. EMC is a great stock and my relatives own it. Yet, my only storage play will continue to be DELL !! Does Dell have any IP (Intellectual Property) in the storage area, or do they do any R&D there, or do they just resell someone else's boxes? The answers are, I believe, no, no and yes. Their margins, therefore, will be non-existent in storage. Speaking of IP, what does Dell have going for it, in any part of their business, that differentiates them from any box maker? Again, I'll answer for you: none. Thanks for dropping in. Tony