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Strategies & Market Trends : Guidance and Visibility

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3:44 PM EST

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To: Jeff Jordan who wrote (6714)	7/18/2001 8:46:00 AM
From: SusieQ1065	Read Replies (1) of 208838

This is a good focus list for the day...work the fallout on VRTS.. 08:44 ET VRTS Fallout : Most analysts expressing disappointment with reduced guidance from VRTS last night; Bear Stearns' Ripple Effect notes that the VRTS news has negative implications for the storage food chain: EMC, BRCD, QLGC, EMLX; also notes possible questions about other high multiple enterprise software cos: ORCL, PSFT, SEBL, MANU, MERQ, BEAS.

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