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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Jim Willie CB who wrote (25201)	12/14/2000 10:23:55 PM
From: lurqer	Read Replies (1) \| Respond to of 65232

I think Naz recovers after 11am tomorrow While there's no way I could be so precise, I also am seeing signs of a rally and would be surprised ('course I'm frequently surprised) if we're this low a week from now. Suspect that PC sales (and associated purchases) may be weak until the P4 cycle gets revved up. Good luck tomorrow. lurqer

To: Jim Willie CB who wrote (25201)	12/15/2000 9:30:11 AM
From: Boplicity	Read Replies (2) \| Respond to of 65232

I tell you what is new. People have been in denial, they are not faced with reality. The reality is that it's going to take 6 months or so to sort it all out. Watch how ORCL moves today. ORCL's move today will be more important then MSFT's move, same with EMC. Until likes of EMC, NTAP is done selling off you are not going to see all the other players be able to sustain moves or keep from selling off more. Why. Storage in my mind will be or has been the last area in the IT budget to be cut, because of the present and projected huge need for storage. If storage companies are going to feel the slow down in the economy, they the rest have already. It's all about allocation of corporate IT budgets. as all always, the FED has to power to change the tone. Greg