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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: JoeinIowa who wrote (23224)	1/3/2001 1:36:02 PM
From: Ditchdigger	Read Replies (1) \| Respond to of 29382

yehaa!!<g> Go Mr. Softy...;^)

To: JoeinIowa who wrote (23224)	1/3/2001 6:55:46 PM
From: Ken W	Read Replies (5) \| Respond to of 29382

Joe: "downgrades in the storage stocks" The downgrade was by Dane Lewis at Robbie Stephens. He called it a "macro call". I assume that he was down on all storage stocks. Personally, I think the man is an idiot. Today the same house came out with a downgrade on the entire DSL sector. I find it hard to believe that one person is so savvy on entire sectors that he/she can forsee the earnings etc. of an entire sector at a time. Even Lewis in an interview yesterday with CNBC admitted that storage was the place to be in the longer term future, but that he saw less capital spending by companies on storage in the short term. Guess he did not "forsee" the Fed. dropping 1/2 base today or the 1/4 on prime lending either. The information data storage sector is going to have to grow, it has no choice as there is just too much data and no place to put it. LOL As to RDRT, EMC, MXTR, MTIC etc. All in good time. Ken