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Strategies & Market Trends : Technical analysis for shorts & longs
SPY 677.58-2.0%Jan 20 4:00 PM EST

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To: Johnny Canuck who wrote (36808)4/23/2002 8:33:14 AM
From: Logain Ablar  Read Replies (1) of 69919
 
Harry:

They indicated the high end was strong (vs weakness seen @ emc, mcdta in this area and emlx compliments not competes against these two) with strong being it met expectations and they also were doing well in the mid range market.

Note they basically have 3 OEM's, CPQ, IBM and EMC but are expecting to gain sales with Clarion line (emc) with DELL.

The 2 gig sales are accelerating vs. the 1 gig fiber channel.

Since MCDTA is rolling out the 2 gig next month I assume this is the reason for its miss while those with 2 gig products have done better.
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