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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
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)
Sorry if my post came across as a
tirade...difficult to express myself sometimes on a board compared
to in person. I just wonder why some "investors"
believe certain investment "rules" don't apply to some
companies. In no way do I doubt EMC as a company (I live in
Boston). Just trying to keep a level head...I didn't write
the sky's falling! Anyway, appreciated the insight in
your post...continued success.
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.
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.
First, I love your moniker!
What I was trying
to point out was that this other poster listed a
bunch of former "kings", companies who are doing quite
well, but their shares have not been doing well lately!
EMC is firing on all cylinders, but I was just trying
to infer that nothing is static and today's "kings"
are not always tomorrows. I'm speaking in general
terms. But to be specific, XRX, Polaroid etc. were once
"kings"! Again, I'm long EMC and have yet to sell a single
EMC's Data General Division Announces New ccNUMA
High-performance AV 35000 offers investment protection with
flexible upgrade features, high reliability and high power
for UNIX operating environments
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
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.''
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
``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.