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To: puborectalis who wrote (131819)	4/7/2001 6:56:22 AM
From: Amy J	Respond to of 186894

Hi Fallope, RE: "Obviously, the storage industry is hardly mature" Someone was telling me he expects it to be commodity soon. I heard one leading VC firm is beginning to back out of storage sector to focus on infiniband, while some of the follow-on VC firms are entering storage. I can see how there is a herd mentality and how sectors get over-funded (like telco was last year) because when one, reputable firm funds something, everyone else jumps on and piles on. I'm avoiding storage, not that it's not a good investment. Regards, Amy J