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

To: John Carragher who wrote (6497)	5/23/1999 10:13:00 AM
From: bob gauthier	Read Replies (2) \| Respond to of 17183

The Motley Fool The Salt Lake Tribune (and probably lots of other papers) has a section in the Sunday newspaper published by the Motley Fool. In this weeks section under "The Fool Take" is an article on EMC called "Storing Huge Growth". Portions read - "Research firm International Data Corp. projects that the storage market (as measured in capacity shipped) will grow at a compound annual rate of 86 percent between 1998 and 2002." "its revenues grew from 1.4 billion in 1994 to 4 billion in 1998 (EMC). Profits during that same period more than tripled from 251 million to 793 million. That growth does not appear to be an aberation with the company targeting 10 billion in revenues by the year 2001." "While the company's stock is not undiscovered, its industry appears to be just beginning a period of phenomenal growth." Old news all but publicity like this doesn't hurt. The Motley Fool has a large following. Sorry about the typing errors, too early on a Sunday morning. Bob Gauthier

To: John Carragher who wrote (6497)	5/23/1999 11:11:00 AM
From: Tony Viola	Respond to of 17183

John, thanks for the article from the Globe about DG hiring to expand their storage market. DGN storage products take their name, CLARiiON (different spelling, logo) from mythology, I think. Anyway, they are pretty good, and are probably keeping DG alive vis a vis their computer products. The fact that DG is staffing up for storage sales and service speaks further about the strength of the storage market going forward. I see this kind of thing everywhere now. Sun Micro uses Clariion a lot, others do also. The article throws in the Compaq plant shutdown in NH, my origins, but the only connection to the DG and storage stories is geographic. Then again, a lot of NH people like to ignore Massachusetts, and vice versa. I personally found a lot of good times to be had in both states . Back to Compaq, seems they'll be digging out from under the effects of Pfeiffer's ego for a long, long time. Tony