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To: Ibexx who wrote (114964)10/26/2000 1:24:28 PM
From: Tony Viola  Read Replies (1) | Respond to of 186894
 
Ibexx, I don't predict stock prices. Like I said on the EMC thread, well, here:

To: Nichols who wrote (11428)
From: Tony Viola Thursday, Oct 26, 2000 12:41 PM ET
Reply # of 11429

Re storage, it has held up. So had optical until yesterday. Are there any NT type bombs that could be dropped on us (not that NT royally screwed up at all with their +90% YOY rev. gain, but "they" wanted 150%). I see that NTAP is on deck for earnings Nov. 14. We better hope they meet or exceed in revs, profits and forward looking is excellent. All the rest that are associated exclusively with storage are the switch type companies: Brocade, Emulex, McData, etc. The other biggies in storage systems are very diversified: Compaq, IBM, Sun, etc.
Tony



To: Ibexx who wrote (114964)10/26/2000 4:23:59 PM
From: Road Walker  Read Replies (1) | Respond to of 186894
 
Ibexx,

After about three weeks of Intel being in the top 10 of negative money flow, yesterday it went into the top ten of positive money flow.

FWIW,

John


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