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EMC Corporation Message Board

  • gesakellis gesakellis Oct 18, 2000 2:00 PM Flag

    When are you fools going to learn that

    EMC is the emerging "golden boy" of the market.
    It can't lose. P/E's don't apply to EMC. It marches
    to its own drummer. Besides with the way EMC is
    growing a high P/E won't matter. You can deny it all you
    want. EMC has run every doomsday predictor off these
    boards.

    Bottom line: look at EMC, then look at
    INTC, DELL, AMAT, IBM, MSFT, CSCO, LU, APPLE,
    NOK...
    Who is the new king?

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    • When posters start to state that "P/E's don't
      apply to EMC" and "Who is the new king?", it makes me
      wonder who will be the NEXT king. Lots of "investors"
      thought (referencing gesakellis's post) INTC, DELL, AMAT,
      IBM, MSFT, CSCO, LU, APPLE, NOK were infallible and at
      least for the moment, they were not. Why is EMC
      infallible? I'm long EMC, but if and when it becomes too
      large (by my definition) a position in my portfolio, I
      will lighten up. Nothing is a sure thing and when
      something becomes a sure thing, ask yourself what usually
      happens!

      • 3 Replies to wooglin_kai
      • wooglin-kai, you are right as far as the fact
        that no company is ever guaranteed to stay on top.
        However, companies that realize this have a higher
        potential to avoid the pitfalls.

        Certain companies
        just become a mainstay of the market, with contined
        growth. These companies become the barometers against
        which all others are measured.

        EMC is becoming
        one of the barometer companies
        of the new economy.

      • People have been saying things like your tirade
        for many years...."Trees don't grow to the
        sky"..."Pigs get slaughtered"...etc. EMC is my company's
        largest customer in the US and we have been with them
        since the beginning. We deal with the Building Services
        Group (the guys that design/build the buildings for the
        company here in Massachusetts).
        Although I won't get
        specific here, I will tell you they have plans on the
        board to DOUBLE manufacturing capability (another
        Franklin site) in 2001. These guys are out ahead of the
        curve since the company can't produce new Boxes without
        the mfg. buildings.
        Every investor is different
        and the general market certainly effects the stock
        price but for what I've seen and know about the Company
        it has a LONG way to go. Do your own DD and check
        out the strength of the company.(I haven't mentioned
        the software growth since I'm not involved in that
        portion of their business). Good luck..(long since 1993)

      • EMC's Data General Division Announces New ccNUMA
        Server
        High-performance AV 35000 offers investment protection with
        flexible upgrade features, high reliability and high power
        for UNIX operating environments
        WESTBOROUGH,
        Mass.--(BUSINESS WIRE)--Oct. 19, 2000-- Data General today
        announced its new AV 35000 server with powerful Pentium�
        III Xeon(TM) processing. The AV 35000 is Data
        General's latest and most innovative enterprise
        consolidation solution. The newest member of the award winning
        AViiON� series, this enterprise server can adapt to
        changing workloads by scaling up to 64 Pentium III Xeon
        processors.

        The AV 35000 offers a simple upgrade path
        from the AV 25000 with fourth generation NUMA
        technology and the ability to meet UNIX environment demands.


        ``In keeping with our server-line enhancements, the AV
        35000 offers a cost-effective consolidation solution
        for business-critical needs,'' said Rick Strom,
        director of AViiON marketing. ``This enterprise-level
        server offers investment protection and high-power and
        is an ideal solution for both new customers and
        current AV 25000 users.''

        ``Data General
        continues to meet its customers' needs by providing,
        reliable and high-performing Intel-based servers,
        featuring the Pentium� Xeon(TM) processor,'' said Raghu
        Murthi, director of marketing for Intel's Enterprise
        Platforms Group. ``Intel-based servers provide the platform
        headroom, availability and scalability to keep up with the
        increasing demand and workload of the new Internet
        Economy.''

        ``AViiON servers are a key component of
        GERS' electronic software solutions,'' said Jim
        Henderson, president and chief executive officer of GERS
        Retail Systems. ``With this new product, our customers
        will be able to depend on AViiON's high-reliability as
        they implement mission critical transaction management
        applications for web commerce and store-based retailing. Our
        association with Data General demonstrates a shared
        commitment to delivering powerful solutions for the retail
        marketplace in more than 400 GERS installations worldwide.''


        Meeting future business needs - Now

        Both the AV
        25000 and the AV 35000 ccNUMA systems are servers of
        choice for the largest database OLTP, Enterprise
        Resource Planning (ERP), data warehousing or healthcare
        applications. Growing enterprises may use a quick-install,
        draw-slide upgrade, resulting in an extremely easy field
        upgrade from the AV 25000 server. With fourth-generation
        NUMA technology, the AV 35000 brings mainframe levels
        of scalability in processors, memory, and I/O to
        enterprise-class servers. In addition to faster processing, custom
        gate arrays work to enhance performance.


        Consolidated growth in UNIX and Windows Environments


        As the high-end server of the AViiON product line,
        the AV 35000 is equipped to handle large
        consolidation requirements. Built from highly-modular Scalable
        Building Blocks, customers can incrementally grow memory
        and I/O in their systems to support business
        expansion as needed. EMC CLARiiON� midrange storage and EMC
        Symmetrix� enterprise storage systems can be connected
        through multiple redundant high performance connections
        to support a wide range of storage requirements.

    • Then why is it dropping? Just curious.

 
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