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

To: SDR-SI who wrote (5971)	4/24/1999 1:16:00 PM
From: Chris Carlson	Respond to of 17183

Emc Thread: Here is a message that I just posted on the CSCO thread. It occurs to me that this thread would be a good place to post it as well. Any opinions would be appreciated (other than denigrating aspersions, of course). Chris Carlson "I was wondering if I could solicit some comments on a trade I am considering. I am close to pulling the trigger on a swap of SOME of my CSCO for an equal number of EMC shares. I was waiting for EMC to come down from its recent spike, and here it is. My thinking is that the two companies (and WS) are anticipating similar revenue/earnings growth over the next few years, but I would be paying less for that growth with EMC. I know that both companies are well run and both will do well in the future, but CSCO's valuation causes concern. On the other hand, it could be said that EMC has more formidable competition. I am not asking for any assurances, but differing perspectives. I would keep the majority of my CSCO. Any comments would be welcome. Thanks, Chris "