Steve,
As you probably noticed, I was out all day. Out sick
and had personal stuff to do. As you know, I don't have
hi-tech equipment at home;-). Anyways, I am well rested
and rarin' to go. I'll probably be up all night, but
only for an hour or so on the computer.
I'm just now starting to look at the day. All I know is
COMS finished at 35 1/8 because somebody told me. I forgot
to alert you guys to Greenspan talking today, but all turned
out OK. IMO, he still has to ease on rates, even though I
just read a while ago that corporate bond market is doing
markedly better.
RE: SANS
Interesting that you say there is "high price margins".
A previous poster was saying that margins are slim, and the
industry is dominated by disk companies.
Just lately, I've seen a swarm of articles on this topic. Probably
company PR related, but I think it is a big movement in itself.
Going from where I work, we are very data intensive.
More than you could imagine. Data is generally stored "close"
by, but as the tech world evolves, data storage can be in
stored further away from my immediate area. The biggest obstacle to remote data, is bandwidth.
So better to have multiple copies of data stored close to users.
I see this remote storage location of data as HUGH. But, I
haven't looked into it enough. Seems like COMS could have a
big edge in this because it could have very good control
over the network side of this.
Well, time to go over posts,...
Let's see if we can get COMS back up on the hot-list!!
joe |
