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

To: Michael W. Brom who wrote (6257)	5/5/1999 1:41:00 PM
From: Donald B. Fuller	Read Replies (3) \| Respond to of 17183

I think this EMC sell-off is a classic, lemmingheaded driven phenomenon. We are in a secular data storage growth era and EMC leads it. Day to day wars of business, like this HP thing, happen. Big deal. If they (EMC) are the storage leader, they are the leader and their biz will continue to thrive, with or without HP. I think the significance of this (HP thing) is way overblown. One man's opinion.

To: Michael W. Brom who wrote (6257)	5/5/1999 1:45:00 PM
From: James	Read Replies (2) \| Respond to of 17183

Michael, "p.s. EMC's management is a level-headed bunch. they wouldn't set an unattainable goal." Your last line hit the nail on the head. The estimates of growth you hear and the targets set by management are conservative, IMO. When a CEO of Ruettgers' reputation comes out and says '$10 billion by 2001'; you can bet he will do it. If only more of the company's I invest in would have their CEO's put their a** on the line like Ruettgers. FWIW, IMO, EMC will be @ $150-160 (pre-split) by X-mas. An increase of over 50% from these levels. If anybody out there is wanting to do more research on EMC, e-mail Polly @ investor relations and ask for the investment package. It contains a wealth of info & should be part of everyone's D.D. Cheers, James