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IT Stocks with a Brighter Gleam


Q: What's your take on EMC (EMC )?

A: Now those are my kind of letters -- EMC is one of our favorite stocks. Our recommendation is strong buy. Our 12-month target price is $21. This reflects intrinsic and peer valuation considerations. We're definitely emphasizing providers of storage technology as a predominant theme underlying our tech sector strategy. EMC, we think, is doing quite well as it focuses on the concept of information life-cycle management, also known as ILM.


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