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Strategies & Market Trends : The New Economy and its Winners

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To: techanalyst1 who wrote (9594)	11/13/2001 1:47:56 PM
From: Wizard	Read Replies (2) of 57684

I am hearing solidly positive signs out of the software industry. No 'pull-forward' of revenues into september qtr has created good visibility on Q4. Very few big deals were closed in Q3 so it will take only a low closure rate of big deals to create very nice sequential growth. Some companies have assumed another negative terrorist/macro shock to affect the number of selling days during Q4. This seems like a conservative assumption but I guess ya never know. All in, many companies are poised to grow above trend off of Q3 depressed numbers due to the lack of large deal closure in the reported Q3 results.... Meanwhile in semi's, TSMC's fab utilization is picking up and DRAM pricing is on the rise. CommIC booking trends have only upticked at Cisco but CSCO is clearly ahead of the rest of the communications sector in terms of coming out of this downturn. Now I am hearing upside and a positive forward revision on BRCD. NTAP goes today and they will show a little upside. Interestingly, NetApp will do very low $200mm's with a record low contribution from the technology sector end market. This bodes well for future growth as tech IT budgets returning coincident with their coming operating leverage as sales uptick on reduced headcount.... Not sure where market goes but this sure is a lot more fun...

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