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Technology Stocks : Advanced Digital Information Corp. (ADIC)
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To: Jim Oravetz who wrote (2212)11/14/2001 1:01:48 PM
From: Jim Oravetz  Read Replies (1) of 2283
 
SemiOT:09:36 ET Network Storage : Sources telling us that Soundview believes that hardware spending, and network storage in particular, will benefit from a shift in spending priorities in CY02. Soundview/Gartner IT survey indicates users will spend more on data availability and disaster recovery initiatives, which is first hard sign that area could see increased rev in CY02. BRCD and NTAP are favorites names; other beneficiaries include EMLX, QLGC, MCDTA.
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