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

To: SDR-SI who wrote (5447)4/15/1999 11:41:00 AM
From: MU Lation  Respond to of 17183
 
Thread:

Can anyone post the text from the analyst downgrade this am?
What was the reason?

Thanks,

MU



To: SDR-SI who wrote (5447)4/15/1999 11:53:00 AM
From: Tony Viola  Read Replies (1) | Respond to of 17183
 
Stephen, no I can't, it's word of mouth.

Sorry,

Tony



To: SDR-SI who wrote (5447)4/15/1999 12:56:00 PM
From: stock bull  Respond to of 17183
 
Steven, EMC recently signed an agreement with IBM in order to buy high performance disk drives from them. In the meantime, I don't think EMC has stopped buying from Seg. I think the issue is really one of the future relationship between Emc and Seg. Even if Emc keeps buying from Seg and Ibm, this will put pricing pressures on Seg. I for one think Emc will switch over to Ibm in support of the agreement that the two companies recently signed. JMO

Stock Bull


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