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Strategies & Market Trends : Rande Is . . . HOME

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To: American Spirit who wrote (48695)3/9/2001 11:47:04 AM
From: martin001  Read Replies (1) of 57584
 
AS _ i'm watching the storage sector as well.

There looks to be some serious sellers in EMC but I would
expect that a turnaround here will be the fastest.
PE's getting to a more reasonable level.
EMC QLGC EMLX et all are all in the 40s now. The highest
is MCDT interestingly.

I may be a buyer if they show some stability - what I dont
like is this relentless selling often precedes a warning.

We shall see.
M
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