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Strategies & Market Trends : Steve's Channelling Thread

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To: Denice who wrote (7505)11/9/2000 12:12:05 PM
From: Bosco  Read Replies (1) of 30051
 
Hi Denice, I ve to admit, QLGC has shown surprising strength. I ve raised my GTC back to last nite level, from which I ve lowered this morning.

Storage stks are strong b/c of the battle of the bulls and bears. I tend to agree with Tim that they are priced well beyond perfection. But the potentials for webpage storage requirements and the coming standard of infiniband are exciting

best, Bosco
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