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 (52054)	4/17/2002 12:14:11 AM
From: The Freep	Read Replies (3) of 99280

No, Larry. YOU are wrong. <g> 1) The real link is a psychological one, of course, and the market is a psychological beast from time to time. VRTS is in the SAN. EMLX is in the SAN. That's enough to cause a reaction. More on point. . . 2) VRTS would say the same as EMLX. "Don't buy more storage, but use our software to better use what you have." However, if people aren't doing that for the software, who says they are for HBAs? That is the implication in Veritas' warning. 3) This has all been made very clear to me over numerous conference calls over the last 16 quarters of Brocade, Q Logic, Emulex, Veritas, EMC and others <G> And yeah, I could easily see the hardware SAN stocks up tomorrow with VRTS down. But that wasn't your question. the freep

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