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Technology Stocks : Advanced Digital Information Corp. (ADIC)
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To: Puna who wrote (2121)11/15/2000 1:02:58 PM
From: Jim Oravetz  Read Replies (1) of 2283
 
A Wit SoundView Group Inc. survey released Tuesday indicates U.S. companies plan to accelerate technology spending next year, with most of the money going toward software, data-storage systems and servers. Corporate intentions to buy PCs also remain strong, the firm said... from WSJ article on PC demand (mixed state)

witsoundview.com

From the latest Nov 13 on Storage systems. I have not looked at the PDF file yet.
Storage Market Overview

Demand for storage continues unabated, with EMC, VERITAS Software, Network Appliance and Brocade Communications Systems the most popular vehicles among investors for riding the growth in the storage market. We expect network-based storage architectures (NAS and SAN) to provide all the enterprise storage market's growth during the next four years and to represent almost 75% of the market in 2004. Fundamentals for storage are strong, and although the group could experience pressure in a down market, we believe it will outperform in an upturn. VERITAS and Brocade are our favorite names in the space. We also would highlight Compaq Computer due to its strengthening position in enterprise storage and StorageNetworks as a leading storage service provider.

Jim
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