MDA - Market Direction Analysis Message Board

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Strategies & Market Trends : MDA - Market Direction Analysis

SPY 652.56

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To: SecularBull who wrote (78945)	6/18/2001 11:41:37 PM
From: Boplicity	Read Replies (1) of 99985

I think storage sector is dead money for sure, and we will not be seeing much anticipation when the recover happens, but to clarify my comparison. Storage should not be dead as long as the network sector will be. Of course consolidation need is not nearly as great for equipment vendors in the storage sector as it appears to be in the network sector. There are many players chasing the same dollars in the storage sector. I wouldn't be surprised to see some of the switching fabric companies combine, and NTAP to be bought out. B

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