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

To: John B. Wilson who wrote (6402)	5/13/1999 12:59:00 PM
From: mpnunes	Read Replies (1) \| Respond to of 17183

Can you please post the article or a link

To: John B. Wilson who wrote (6402)	5/13/1999 2:00:00 PM
From: James R Mohr	Respond to of 17183

Guys, we recovered 15% in the past 5 days. There WILL be profit taking by those with a short term outlook. we are JUST fine. Jim

To: John B. Wilson who wrote (6402)	5/13/1999 3:14:00 PM
From: JDN	Respond to of 17183

Dear John: Yes, my comments are that HP is cutting their own throat. But that is nothing new lately is it. Who knows more about storage, EMC who ONLY does that and services ALL including the HP installations or HP? As the article points out EMC has a stranglehold on even HP'S Storage customers. If they have been happy to date with the equipment, the service and all why would they rock the boat? If EMC is correct about the immaturity of HP's product etc. why would anyone take a chance on such an important part of their IS system?? Cost, forget it. In the big picture, suitability and reliability mean FAR MORE than cost. Add to that the fact that apparently EMC will no longer have to pay a 25% cut to HP on HP customers thus allowing EMC to drop prices and keep margins would seem important. If this article foolishly causes any significant drop in EMC stock price I would consider it another buying opportunity. On the other hand, if I owned HP stock, which I do not, I would be VERY APPREHENSIVE now. JDN