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Strategies & Market Trends : The New Economy and its Winners

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To: 16yearcycle who wrote (12410)6/28/2002 6:57:20 PM
From: Bill Harmond  Read Replies (1) of 57684
 
Emulex (ELX) 22.52 +0.27: With stock about 50% down in last six months, Soundview Technology thinks selling has been overdone presenting investors attractive entry point. Firm's inputs continue to suggest that SAN (storage area network) infrastructure buildout has remained healthy and ELX is on track to make Q402 numbers of $70 mln in revs and EPS of $0.16; maintains Outperform rating.
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