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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.11+0.9%Nov 21 9:30 AM EST

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To: JakeStraw who wrote (67771)5/2/2005 2:30:34 PM
From: Lizzie Tudor  Read Replies (2) of 77400
 
well I just noticed that EMC had a good quarter, 20% revenue increase, not bad on the top line side. So storage still has some life.

Maybe what we really need is another wave of consolidation in the infrastructure area. We still have fdry, extr out there- these guys should be taken out... plus ffiv and some others that I don't know what they do. In storage we have emc the cisco of the biz, and then brcd, qlgc, elx and mcdata- just too many players in these groups is the problem.
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