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To: puborectalis who wrote (66610)	10/17/1999 9:59:00 AM
From: kha vu	Respond to of 120523

Remain invested, markets will recover Chance of another rate hike 60-40 <<<<<<<<<< By Elaine Garzarelli, CBS MarketWatch Last Update: 4:44 PM ET Oct 15, 1999 Commentary Letters to the Editor NEW YORK (CBS.MW) -- As of this writing, the S&P 500 and Dow are down about 12 percent from their all-time highs. "We continue to look for a level of 12,500 for the DOW and 1,600 for the S&P 500 based on our valuation and bond models over the next 12 months." Elaine Garzarelli Greenspan's comments Thursday evening caused stock markets to panic Friday and continue their correction. In the past, his comments -- such as his "irrational exuberance" comment on Dec. 5, 1996 -- have caused markets to panic. Ultimately, markets recovered to new highs. We believe Greenspan is the most important person for the markets and what he says should be carefully listened to. We believe he is being very vigilant and doing his job in making sure the markets are not getting ahead of themselves. We agree with the Fed's tightening bias since a correction now, and Greenspan's careful monitoring, will help to curtail consumption spending. Part of his worry stems from the rise in the CIBCR (Columbia University leading inflation index) inflation reading, (our readers know the index rose substantially in September) which was released last Friday. We continue to look for a level of 12,500 for the DOW and 1,600 for the S&P 500 based on our valuation and bond models over the next 12 months. cbs.marketwatch.com >>>>

To: puborectalis who wrote (66610)	10/18/1999 6:43:00 AM
From: puborectalis	Respond to of 120523

Nasdaq Futures just turned positive! ..PUMA gaps green. SAN companies like VIXL and ZOOX will shine...".A popular theme with investors these days is capitalizing on the exploding demand for data storage. This is driven, first and foremost, by the sheer amount of data being generated and transferred across networks. And it's not just Internet traffic behind this. The thousands of companies that have installed Enterprise Resource Planning (ERP) systems over the past several years are producing massive amounts of data that need to be stored, protected, and easily retreived. Efficient data management is even more critical to e-commerce companies, who need to be able to access data immediately and reliably. Another broad trend pointing to accelerating growth is the advent of broadband Internet connectivity, which will not only drive demand for data storage but also spur the proliferation of data-intensive content like video and audio on the Internet. Storage area networks, or SANs, bring the benefits of traditional networking architecture to the issue of data storage. Brocade's fibre channel switches and software provide high-speed connectivity (an intelligent backbone, they like to say) across these networks. SG Cowen estimates that the fibre channel switch market will grow 112% annually to nearly $2 billion in 2002. "