re: Trending down...
Well...today, it might be because of McData announcing some bad news.
Or it may be the MM's messing with it (again).
Or it may be one or more hedge funds messing with it (again).
Or, it may be that things really do suck out there! Capital equipment expenditures are WAAAAY down. New projects are not being started (check out PeopleSoft's announcement the other day).
Additionally, EVERYONE is gunning for the storage sector - Sun, HP/Compaq, IBM, EMC (of course), Hitachi, and many others. There's a lot of life-or-death kind of competition going on out there, and it's only going to get worse.
All IMHO, naturally.
Have a great weekend,
Steve |
