Technical analysis for shorts & longs Message Board

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Strategies & Market Trends : Technical analysis for shorts & longs

SPY 665.67

-0.9%

Nov 17 4:00 PM EST

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To: Logain Ablar who wrote (34796)	10/18/2001 11:25:36 AM
From: Johnny Canuck	Read Replies (2) of 68086

Tim, The MCDT call was not much better. There looks to be less pressure on price in the SAN switching area, but the break even guidance for next Q before a 2 cent dilution due to the current acquisition is nothing to write home about. Their burn rate seem high also. It can be be explained since they are ramping a new facility, but they need more new products to get going. Gross margin were not all that impressive for a tech company. They really need to diversify their customer base. 68 percent was EMC. Flat Q-Q. 14 percent IBM. Flat. Are they really the only company with an edge to core SAN solutuon??

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