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Strategies & Market Trends : Technical analysis for shorts & longs
SPY 691.72-0.1%4:00 PM EST

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To: j g cordes who wrote (31832)4/7/2001 2:44:39 PM
From: Clint E.  Read Replies (2) of 69814
 
Jim, I talked to our sales guy for just a few minutes on Friday afternoon. According to him, rate of order cancellation and push-out has been dramatically slowed in the last two weeks. He didn't know if this would develop into a trend but thought that our customers may have been spooked too much in Q1.

He thought that SAN is one area that should be coming back in force(brcd, emlx, ntap, emc, mcdt, zoox, adic,....) once IT spending starts picking up since that market is yet to be saturated.
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