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

To: VFD who wrote (5475)	4/15/1999 2:32:00 PM
From: John Carragher	Read Replies (1) \| Respond to of 17183

just added here at 112. The ceo says no problem ... John

To: VFD who wrote (5475)	4/15/1999 2:36:00 PM
From: JDN	Read Replies (3) \| Respond to of 17183

Dear Diego: Well, at least we know the analysts thinking. Lets presume that he is correct. To me that means that through qtr 3 (9/30) revenue and earnings will SUBSTANTIALLY exceed even existing forecasts and 4th qtr (12/31) they will fall below initial expectations but likely the YEAR will be on target and the FORWARD INFO will be great. That being said I see no fall off in stock price if the 4th qtr should drop. Now, Lets assume the analyst is only PARTIALLY right. We could have a huge accereration in revenue and earnings through qtr 3 (9/30) then, because EMC handles the storage for nearly all the large internet companies and surely THEY will not slow down in their storage needs with the internet growing as it is maybe THEY will carry us 4th qtr (12/31). If that is the case then we could substantially exceed the YEARS estimate of earnings. Either way I see it as a WIN WIN for those buying at these levels. Those are my thoughts. Comments anyone? JDN