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

To: JDN who wrote (5479)	4/15/1999 2:39:00 PM
From: John Carragher	Respond to of 17183

I agree...

To: JDN who wrote (5479)	4/15/1999 2:57:00 PM
From: mauser96	Read Replies (2) \| Respond to of 17183

The market appears to be schizophrenic on the Y2K issue. Traders hit Y2K vendors because multiple surveys indicate most of the Y2K money has already been spent, and also hit ERP like SAP because Y2K is drawing spending away. I guess it boils down to who you believe, an analyst surveying 45 companies ( are the 45 the ones he asked or the ones that actually answered ?), or the company with 4 times the polling sample and true insider knowledge. To me, it's a short term tempest in a teapot, but these things tend to get out of hand when the tech market is in a pessimistic mood.