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 (52035)	4/16/2002 11:22:12 PM
From: Ron Dior	Read Replies (2) of 99280

Larry at best many of these companies are second cousins twice removed. Analysts many times tend to link whole sectors like they are one big family. The storage sector is to complex to do this with. The right kinds of storage can improve the bottom lines of many companies and will be bought even when IT spending is off. Storage is storage is storage is completely false. As some would have you believe that all "San Suckers" are alike, they fail to see improving margins and growth of certain storage companies. The key is to find out which companies in this sector are eating the other ones lunches. New gorillas are emerging as we speak. VRTS you are the weakest link... Goodbye! Ron Dior

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