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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Adelle who wrote (38118)	5/4/1999 6:26:00 PM
From: kendall harmon	Read Replies (1) \| Respond to of 120523

EMC-overdone on the downside, and looking for a bounce tomorrow. EMC sees no negative impact from H-P/Hitachi deal By Nicole Volpe NEW YORK, May 4 (Reuters) - EMC Corp. on Tuesday repeated that it did not expect earnings growth below 30 percent in 1999, despite talk a major customer was considering switching to a competitor's data storage products. Analysts believe the customer, Hewlett-Packard Co. (HWP - news) is close to signing a deal under which Hitachi Data Systems would join or replace EMC as a provider of data systems for sale alongside H-P products. ''We don't see this impacting our 1999 net income or revenues,'' said EMC's head of sales and marketing Robert Dutkowsky. Hewlett-Packard said it would make an announcement related to data storage on Wednesday and declined to confirm any details of an H-P agreement with Hitachi Data Systems, a unit of Hitachi Ltd. of Japan. Merrill Lynch analyst Steve Milunovich pointed out in a research note Tuesday that H-P recently renewed for three years its reseller deal with EMC (EMC - news). ''Our assumption is that H-P will sell both but may favor the Hitachi product,'' wrote Milunovich. ''H-P has been chaffing at EMC's increasing account control for some time and recently suggested an OEM, or original equipment manufacturer arrangement (in which the product would be branded as H-P).'' A Hewlett-Packard spokeswoman declined to comment on the reseller arrangement, saying there would be an announcement Wednesday morning. She did confirm that there was a three-year reseller contract recently renewed with EMC. Dutkowsky confirmed that Hewlett-Packard had wanted an OEM arrangement and said EMC declined, feeling the EMC brand was strong enough to sell directly, as opposed to when EMC made the deal with H-P four years ago. ''They'd like to brand our product with their logo,'' he said. ''We don't think we need to do that because our brand is strong.'' Sales of EMC equipment to H-P customers reached more than $700 million Last year, but Hewlett-Packard only contributed ''single digit'' percentages to EMC's revenues, Dutkowsky said. While Hewlett-Packard's customers account for up to 20 percent of EMC's revenue, it is a joint EMC-Hewlett-Packard sales force that sells to those customers, he said. EMC has nearly doubled its sales force over the past 18 months in preparation for more direct sales and believes the change could benefit the company. EMC's shares closed down $7.125 to $100 on Tuesday. EMC shares have been sliding since the middle of last month from a year high of $134.95 on fears that corporations are spending more on preparing for potential Year 2000 problems than on data storage.

To: Adelle who wrote (38118)	5/4/1999 6:27:00 PM
From: Jenna	Read Replies (2) \| Respond to of 120523

Our coding system for newbies: The numbers we use are on the calendar.. NOT on the newsletter itself the calendar is accessible through the "CALENDAR" navigational button or the newsletter navigational button on the homepage. The calendar is always out on the Thursday morning BEFORE the week of earnings which begins of course on every new Monday through Friday. That means that the stocks reporting May 3 through 7 will already be listed on the calendar by April 29 and the corresponding newsletter with the analysis will be out by May 2nd. This is to enable early entry in some of the stocks. MAST,CI,CSC,AOC, PWR,CDNW,SE, SONE,EXPD,ERTS,ATVI,SEE all gave early entry buy signals. All the stocks are numbered and in columns next to the date they report. Print out the "printer friendly" calendar on the bottom of the java calendar (just click the URL) so you can have the list beside you. In the 'heavy' earnings season we might have about 28-30 stocks for the week. The ones that do nothing we simple ignore. We call only the ones that trigger technical buy signals. By the time they are called you will have the newsletter (out by Sunday afternoon) which gives you in depth fundamental and technical analysis of the company so you are not flying blind. I don't believe in just calling stocks without any preparation beforehand. Earnings Plays (EP): #4 May 4 EP, or #4 5/4 EP would mean the fourth stock on the list from May 4..for instance the stock Quanta Services was #2 5/7 EP, which stands for Stock Number 2 on the earnings play calendar for May 7th, or MAST which was #2 EP 5/6, or #2 EP May 6 Watch List (WL) : This the WL code.. today's watch list for instance when I called "RAD" it was #8 WL 5/4 or #8 WL May 4. We rarely go back into an older watch list using codes by that time we use the stock name and symbol so you don't have to search backwards.