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Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?

To: T L Comiskey who wrote (3349)	8/4/2000 2:31:17 PM
From: avanti77	Read Replies (1) \| Respond to of 13572

Hi TL, Yeah, people are up in arms out here. I just came back from local coffee place, where this particular article was front page news, along with the GOP convention. Unfortunately, San Diego has the dubious distinction of being the first city in the country to sell electricity at the market price. It's causing a lot of businesses great pain. I hope it's not a harbinger for things to come in the rest of the country, as I think that could be the catalyst for a very hard landing.

To: T L Comiskey who wrote (3349)	8/4/2000 9:11:40 PM
From: jhg_in_kc	Respond to of 13572

EMC - Buy sg cowen Bullish about free/infinite bandwidth at analyst day. EMC believes it is best-positioned to benefit from coming content-driven boom in storage; dramatic growth in "individual content" will drive growth for centralized storage, as opposed to storage at the edge, esp with fast optical pipes driving toward "free/infinite" bandwidth. Plans to take leadership position in burgeoning network-attached storage (NAS) via existing Celerra plus forthcoming mid-range NAS product, and mid-range systems mkt via extensions of CLARiiON. Mgt believes Y/Y growth will accelerate in H2; expect $12B rev for 2001. Mkt cap $187B. EMC $83 cnetinvestor.com.