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

To: mauser96 who wrote (5419)	4/15/1999 10:40:00 AM
From: Tony Viola	Read Replies (2) \| Respond to of 17183

Lucius, Yes. STK reported lower sales of it's high end high profit tape storage products. This can be taken 2 ways - the whole tape storage market is off, or that others (EMC?) are taking market share. I don't think EMC even sells tape drives; I found no mention of them on their web site. I'll check with a friend who has a friend at EMC. Yesterday Niles on Intel and these guys today on EMC. I can't wait for the day when these analysts are nebulous, nothing Nops, because most investors will be doing their own research on the net, like we do, and trade stocks on line. The latter can take out "full service brokerages." It's going to be a new age. Tony

To: mauser96 who wrote (5419)	4/15/1999 10:43:00 AM
From: stock bull	Read Replies (1) \| Respond to of 17183

Lucius, re:<< This can be taken 2 ways - the whole tape storage market is off, or that others (EMC?) are taking market share. >> I just don't understand. STK is mainly in the tape storage business. Some disk array storage products, but mainly sold to IBM who than resells. The FTC did require STK to continue selling the Disk Storage to other customers, but I think this is a small part of their business. How would EMC be taking market share from STK? Why would a preannouncement by STK have such an impact on EMC? Stock Bull