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Strategies & Market Trends : Paint The Table

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To: Alan Smithee who wrote (9499)	1/9/2002 6:36:05 PM
From: Jorj X Mckie	Read Replies (1) of 23786

From Briefing.com 16:05 ET JNI Corp (JNIC) 8.56 -0.86: Company warns for Q4; expects to report Q4 revenues in the range of $13-$14 mln versus the current consensus estimate of $16.5 mln; sees Q4 net loss in the range of $0.08-$0.09 per share versus the current consensus estimate for a net loss of $0.05 per share; for the full year, company expects revenues in the range of $75-$76 mln versus the current consensus estimate of $78.8 mln. Could this have an impact on the other storage plays? Here is another thought....could the focus on storage after 9/11 have caused a little mini-bubble that essentially robs future sales for the storage plays? Right now BRCD, EMLX, QLGC etc.... look might burly, but I would worry about those balloons deflating really fast at some point.

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