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Technology Stocks : Son of SAN - Storage Networking Technologies -- Ignore unavailable to you. Want to Upgrade?

To: Gus who wrote (2893)	3/9/2001 3:58:16 PM
From: Joe Wagner	Read Replies (1) \| Respond to of 4808

Watching the following factors and timelines: 1) Big money on hold, waiting to buy. Next rate cut is the milestone they are waiting for. Why rush, negative momentum in economic data is still going. Prices are falling because no buyers. If the market drops far enough they will step in, but will give it one last push down first. Is this the last push down we are going thru right now? or is it lower still. 2)Timeline- Effect of first January rate cut and Effect of second January rate cut are working but their effects have not surfaced yet. Any signs that pop up to show they are starting to work will bring buyers back in. 3)Timeline- Slowing Effect of previous rate hikes should start to fade with new lower interest rates and restructuring in the economy that has occurred because of the old rate increases that put the squeeze on everybody. 4)Anticipated effect of March 20th rate cut and anticipated impact on market when effect of earlier rate cuts surface. 5)Murky visability still as to when the economy's negative momentum will turn the corner and bottom out. Better visability is necessary before large buy comittments are made. These are some of the factors I am watching. I think the market is dropping because of Item 1 and 5 above. The market is looking for equilibrium between all these variables. Big money is probably giving it one big push down before they buy in, before the next rate cut. We still have 11 days to go, and if they don't cut, it will stay pretty messy.

To: Gus who wrote (2893)	3/13/2001 1:56:17 PM
From: J Fieb	Read Replies (1) \| Respond to of 4808

Gus, The Gilderati will be spending big $$ to listen to this..I wonder if he still packs them in? Same time as the SNIA meeting. Eighteen Industry CEOs to Address Emerging Storewidth Technologies George Gilder Proclaims End of Storage; Hosts First Storewidth Industry Conference HOUSATONIC, Mass.--(BUSINESS WIRE)--March 13, 2001-- Gilder Publishing, LLC announced today that George Gilder, chairman of Gilder Publishing and author of the Gilder Technology Report, will host the first Storewidth industry conference, April 10-12, at the Ritz Carlton in Laguna Niguel, Calif. The storewidth paradigm is at the heart of the next phase of Internet development. Gilder's conference, ``Storewidth 2001 -- the End of Storage,'' will feature the long-standing giants of storage and pioneers in the emerging new storewidth industry. For three days, executives from Novell, Exodus, Network Appliance, EMC, Inktomi, Sun and Veritas will share the stage with startups like BlueArc, Scale Eight, Nishan Systems, TrueSAN and Mangosoft. Storewidth implementers such as Yipes and Williams will also be represented. Scheduled keynote addresses will feature such estimable executives as Ellen Hancock, CEO of Exodus (Nasdaq:EXDS - news); Dan Warmenhoven, CEO of Network Appliance (Nasdaq:NTAP - news); Mike Ruettgers, Chairman, EMC (Nasdaq:EMC - news); Eric Schmidt, CEO of Novell (Nasdaq:NOVL - news) and Janpieter Scheerder, V.P. of Sun Microsystems (Nasdaq:SUNW - news). Additional speakers will include over one dozen of the industry's top CEOs, including those from Veritas, Legato, Equinix, Digital Island, Storability and Arsenal. Special guests appearing at Storewidth 2001 include David Gelernter, Chief Scientist of Mirror Worlds Technologies, Nick Tredennick, author of Dynamic Silicon and Milo Medin, CTO of Excite@Home (ATHM). The conference will kick off with a debate between Akamai guru Avi Freedman (Nasdaq:AKAM - news) and Mirror Image Internet V.P. Bob Hammond, aimed at unraveling the intricacies of content delivery and content distribution networks. Bill Miller, co-founder of StorageNetworks (Nasdaq:STOR - news) will introduce a storage service provider panel of his peers from StorageAlliance, ManagedStorage, Arsenal and Storability. In perhaps the most anticipated event of the week, Dr. Geoff Barrall, CTO and founder of BlueArc, will introduce BlueArc's Silicon Server to the industry. Joining him on stage will be Dan Warmenhoven, the CEO of Network Appliance. In last month's issue of the Gilder Technology Report, George Gilder made the bold statement that ``BlueArc imperils all the software based network storage appliances, whether from NetApp, EMC, Hewlett Packard, Procom or Compaq.'' Gilder has chosen INVESTools Inc., a subsidiary of Telescan Inc. (Nasdaq:TSCN - news), as marketing partner for this three-day event. For more information about Storewidth 2001, visit www.investools.com/gilder or call 800/720-1112. About Gilder Publishing, LLC Will be fun to watch the coverage of some companies we know, and a few we don't.