CSCO upgrade GREAT NEWS FOR NTAP: CSCO will lead the rest of the Techs into economic and market recovery: The Food Chain effect has begun with tech stocks today with the upgrade by UBS Warburg of CSCO. Very simply, in order for CSCO to do better it must perform, it must sell more routers, and indications are that order for new routers and switches, that is, the traffic control of the internet, are improving. As companies return their purchases to routers, they will already have had and continue to have the need for increased storage capacity for all that information, data, and content being sent. In fact there will be a greater need for increased storage, which will benefit companies like NTAP, since upgrading routers and switches will increase traffic....the more info, the greater storage capacity needs for that increased quantity of QOS quality of service "bandwidth" from increase internet pipe size. Likewise, servers will need upgrading, software especially databases capable of increased data, all these down techs will recover likewise. The UBS Warburg upgrade today is the spark, the first signal of a market recovery. It may take 2 to 3 days for this signal to start to be understood by the market.
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