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Strategies & Market Trends : LindyBill's Ballroom

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To: Mathemagician who wrote (151)	10/5/2001 10:27:39 AM
From: stockman_scott	Read Replies (2) of 248

Thomas Weisel ran a valuation and operating metrics analysis. Firm says QLogic (QLGC 25.59), Sun (SUNW 9.29) and StorageNetworks (STOR 4.26) are most attractive. QLGC was the best performer in employee productivity with highest operating profit margin; SUNW offers next smallest decline in productivity and lowest valuation with potential operating margin upside; STOR is trading at lowest price/cash with leverage to current interest in disaster recovery/remote storage solutions. _________________________________ BTW, This morning I got stopped out of my BRCD, SEBL and VRTS positions....Oh well, that's life and profits must be protected....I'll hold the rest (my BEAS, DELL, EMC, and QLGC) for now and look for a good re-entry in the next few weeks. Regards, Scott

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