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

To: mauser96 who wrote (6190)	5/4/1999 10:56:00 AM
From: robin 187	Read Replies (1) \| Respond to of 17183

Huge blocks going off at the bid all morning... virtually no large block buys. This doesn't bode well for the institutions faith going forward short term....

To: mauser96 who wrote (6190)	5/4/1999 11:03:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 17183

Lucius, The recent closer ties between IBM and EMC suggests to me that EMC may have seen the HP decision coming. Can you please explain what you see as a connection between IBM's and EMC's closer ties and HP probably going over to Hitachi? I assume the EMC - IBM alliance is something like the Dell - IBM one, where EMC and Dell have some kind of priority or "first look" at new IBM technologies in the hard drive and semiconductor areas. Do you think, for example, that EMC required this to combat Hitachi? Does Hitachi make their own drives, like Fujitsu? Interesting point, and I'd like to hear more. Tony