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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: Jane4IceCream who wrote (35215)3/1/2002 8:32:41 AM
From: Sully-  Read Replies (2) of 99280
 
08:27 ET BofA sees select values in data networking : Banc of America says that their latest checks with channel and industry sources indicate request for quote activity remains strong, but the ability to close deals is weak; hearing most positive feedback on near-term trends at QLGC, VRTS, and BRCD; checks on EMLX and MCDT are positive as well, but mixed feedback on customer EMC gives some concern; checks in gigabit ethernet have not been as positive, and firm believes there could be near-term risk to EXTR and FDRY.
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