Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Network Appliance -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (7899)	4/18/2001 11:32:54 AM
From: kas1	Read Replies (1) \| Respond to of 10934

Was in an airport lounge last night and heard a non-too-discreet EMC salesman talking loudly on the phone with someone back at the office. Seems that Gartner is telling its clients to demand 50% discounts on storage, but the major players are only willing to give 20-30%, if that. UF, I hope you closed out your covered calls yesterday, as I did.

To: Boplicity who wrote (7899)	4/18/2001 11:34:32 AM
From: Sam	Read Replies (1) \| Respond to of 10934

<<So, I'll ask again what companies will profit from the rethinking of manufacturers model as they try to correct the obvious short comings that have been exposed during this economic slow down? >> ECMs like JBL, FLEX, SLR, CLS, SANM, SCI to name the biggest and best positioned for the volume of work to come. Once these inventory problems are resolved (whenever that is!), they should fly, both with new and holdover work. It would appear that the market has already discounted the problems of the next couple of quarters by the way they are up today.