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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: DownSouth who wrote (32287)9/25/2000 11:27:39 AM
From: pann1128  Read Replies (1) | Respond to of 54805
 
Hi DS,

Not sure if you commented on the Cobalt Networks takeout by SUNW to strengthen their storage offerings. Cobalt has a low end Linux based storage box with RAID arrays I think. Since you mentioned that SUNW is the main competition for NTAP rather than EMC, I would like to know your thoughts on this.

Thanks,

Piyush



To: DownSouth who wrote (32287)9/25/2000 11:49:43 AM
From: willkm3  Read Replies (2) | Respond to of 54805
 
Looks like analysts are now trying to time the market.

biz.yahoo.com

Seems like we've seen alot more of this since March 2000. Maybe the analysts are trying to cover themselves. Since the market frustrates as many people as possible, the fact that Wall Street is reluctant to be too bullish can only be good news. IMHO

willkm3@I'lltaketheothersideofwallstreet.com


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