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

To: Box-By-The-Riviera™ who wrote (5897)	4/21/1999 11:17:00 AM
From: SJS	Respond to of 17183

To make that kind of comment, means you don't understand the risk. Companies are scrambling now to get solutions, but come the start of Q3, their IT infrastructure and software had better ALL be compliant, because their corporae nets and INTRANETS are going to freeze. Why? Because any IT manager that want's to keep his job (as well as the CTO, CIO, etc) will NOT allow any introduction of new risk into business practices and processes. That's the current thinking. That's why software and other types of stocks are softer these days. The risk to the network is greater than the reward the new software brings. How or if this affects EMC is a subject of some debate. Management thinks it won't affect them, and has been saying so for a year now. I am agreeing with them so far, for EMC. Let's see what happens as we move through the year. You bet with your investment in the company. We've all made that bet that EMC management is right and that NBMS analyst was wrong. So far. However, once the year turns over, and the small corporate Y2K skirmish battles have been won, the BUYING of software, comms and other solutions will rebound sharply. Just be in those segments when they do!! Steve