Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: John Carragher who wrote (5933)	4/22/1999 8:27:00 AM
From: SJS	Read Replies (1) \| Respond to of 17183

That's NOT what I am saying. I am saying that many companies are moving rapidly to assemble and implement their required and necessary Y2K business solutions as soon as they can. Budgets are being accelerated NOW to allow them to buy now for a reasonable chance to get solutions in before networks "freeze". After June or so, many companies will NOT allow their networks to undergo any changes which will jeopardize Y2K readiness. If you don't work in IT, and don't have access to information about this, and don't want to take my word for it, then do your own research and check it out yourself. I know what I am talking about. Yahoo says that HISTORICALLY they are buying this....fine. It's the direction that we want to see. But ask CIO or CTO, or CEO types of people how much DISK and SOFTWARE and other HARDWARE they are going to allow their IT orgs to buy in Q3 and or gosh......in Q4? Would you risk your job and you're company's ability to do business on Jan 1 if you implemented a non-imperative hardware or software solution in early December? The risk is vs reward is high. I wouldn't, and won't. That's why there will be a push NOW for these solutions. Q1 and Q2 should be great. Q3 and Q4, IMHO, will be softer. EMC should AVERAGE 30% growth. That means that they could grow more in Q1 and Q2, and then have good, but softer by comparison Q3 and most probably, Q4. My money is still in the company's stock, and this isn't going to change. But if you look around, the signs of "acceleration" for HW and SW purchases are showing up in CC and earnings...for those astute sleuths who track these things.... Steve

To: John Carragher who wrote (5933)	4/22/1999 10:35:00 AM
From: Tony Viola	Read Replies (2) \| Respond to of 17183

John, Now, computer hard drives are replacing tapes, and in video production, computer-generated images are being used to take the place of physical sets and, perhaps someday, even program hosts. Thanks for the article on tape being replaced by disk in some applications, actually a lot of them. Could be part of the reason why STK is suffering and EMC just the opposite. Are you saying the next two quarter will be shut down? I don't buy it. companies like yahoo say a big portion of their money is going to storage. Another reason why Ruettgers and company have stated Y2K shouldn't bite them. If companies HAVE to add computer/storage resources to keep growing, they'll find a way. Also, like I've said before, storage is not a very likely place to find Y2K problems especially of customers buy new storage boxes, which are sure to have been made Y2K compliant. Tony