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

To: Michael W. Brom who wrote (5773)	4/20/1999 9:27:00 AM
From: JDN	Read Replies (2) \| Respond to of 17183

Dear Michael: OK, you opened the door. Here is what I see!! After a frantic selloff of internet stocks public AGAIN becomes aware that the Internet is the most substantial change in Communication since the fall of the tower of Babel. Thus, the flow back in but THIS TIME they decide to invest in those companies building the infrastructure of the internet. First because they are more easily identified than trying to pick the Internet Winners, second because they remember the gold rush and how the suppliers all got rich while only a few miners struck gold, and finally because stocks like EMC, SUNW, CISCO and the like have more reasonable valuations. Comparing EMC's forward PE ratio to their forward earnings seems to me its a SLAM DUNK that EMC is the winner. JDN