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Technology Stocks
EMC How high can it go?
An SI Board Since October 1996
Posts SubjectMarks Bans Symbol
17183 357 0 EMC
Emcee:  Just4fun2 Type:  Unmoderated
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16558Let's see how the macro market performs with regards to tech stocks in generJakeStraw-3/24/2006
16557J P Morgan has taken care of deepening the doubts about this stock even more thameveric-3/24/2006
16556They manufacture data storage subsystems for OEM's like NTAP...JakeStraw-3/23/2006
16555<i>Gross PM is around 20%..</i> Uh huh, why so low? NTAP makes sysElroy-3/23/2006
16554EMC one one hand does seem to be experiencing higher trading lows - $9.24 in 8/0JakeStraw-3/23/2006
16553You may be right but even without more downgrades this stock will probably drop meveric-3/23/2006
16552Gross PM is around 20%..JakeStraw-3/23/2006
16551I follow XRTX a bit, but am not really knowledgeable about them. Why are their Elroy-3/23/2006
16550I follow those four also and FALC & XRTX.JakeStraw-3/23/2006
16549NTAP, EMC, I guess those four are it.Elroy-3/23/2006
16548What other storage related names do you follow?JakeStraw-3/23/2006
16547I think PE's versus forecasts are going to be closer to 23x for qlgc and 17xElroy-3/23/2006
16546I think PE's versus forecasts are going to be closer to 23x for qlgc and 17xElroy-3/23/2006
16545>>Some people (like me, for instance) make money in the market by buying fJakeStraw-3/23/2006
16544A quick check on Yahoo showed the P/E's of QLGC at around 12 and ELX at 20. JakeStraw-3/23/2006
16543<i>As a side note, estimates have been dropping for 2006 for about a monthElroy-3/23/2006
16542<i>From what I've been hearing ELX is losing business to QLGC... BTW,Elroy-3/23/2006
16541>>...to hold on to some of the old stogies (DIA, JNJ, PG, C, QQQQ) Those JakeStraw-3/23/2006
16540<i>I think there's still money to be made in MICE, but doubt the headyMurrey Walker-3/23/2006
16539I think there's still money to be made in MICE, but doubt the heady returns JakeStraw-3/23/2006
16538I own three of the four.Murrey Walker-3/23/2006
16537Murrey, RE: <i>The constant lament on this board is, that a company like GVTucker-3/23/2006
16536I think a lot of people expect the MICE (Microsoft, Intel, Cisco & EMC) to rJakeStraw-3/23/2006
16535From what I've been hearing ELX is losing business to QLGC... BTW, neither sJakeStraw-3/23/2006
16534Don't know. EMC used to be in my portfolio. It isn't anymore. Don'Murrey Walker-3/23/2006
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