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

To: Tony Viola who wrote (5342)	4/8/1999 7:02:00 PM
From: BI*RI	Read Replies (2) \| Respond to of 17183

Good post Tony. LULU is a shotgun company, trying to get into everything. They're throwing everything at the wall to see what sticks. At the beginning of the year I went with two buffalo rifles EMC and TLAB in lieu of scattergunning LULU. They are up 50% and 60% respectively as of today. Will this continue? Who knows, but I'm into a concentrated portfolio made up of concentrated companies.

To: Tony Viola who wrote (5342)	4/8/1999 8:53:00 PM
From: Craig A	Respond to of 17183

Tony The 'wannabe' statement is astute. I've been in these 'concentrated' stocks for a bit and now I find myself competing against myself. MSFT vs YHOO vs AOL vs ATHM ad nauseam. Much of the growth has been in these stocks no matter how your positions are divided. EMC, however, seems to have a unique position. Comments on this board have reassured me. Thanks Craig PS Ain't nobody gonna mess with my WMT, CSCO, or GE.....