Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: TREND1 who wrote (13691)	12/15/2001 2:42:54 PM
From: Steve Lee	Read Replies (2) of 99280

Hope you don't mind if I nitpick the "SAN" business category you have put some stocks in with your percent gains table. The companies mentioned are more accurately in the fibre channel (and other forms of data transmission) business. To say they are in the SAN business is like saying MU is in the PC business, whereas we all know that MU is in the memory business and PCs are just one of the products where that memory goes. I make the distinction because fibre is a useful product, whereas I have never been convinced of the value or utility in SANs (and I was a datacentre infrastructure specialist by trade).

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