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To: Clint E. who wrote (32128)	4/27/2001 2:35:16 PM
From: j g cordes	Respond to of 69744

Thanks Clint, sorry to hear that.. looks like this is a prolonged recession with the volatility waves settling down as the market retreats on diminished expectations... a quarter to go at least before putting new money in will make a difference. European politicians don't think they'll suffer on the sneeze/cold theory, however I talked to associates in Germany last night, they think different. Also S. America is having its own skirmish with currency worry containment.. net-net, money supply should be generous for the forseeable future. Building and home valuations will probably be the continuing beneficiary.. then their bubble all over again. Jim

To: Clint E. who wrote (32128)	5/2/2001 12:33:00 PM
From: mattie	Read Replies (3) \| Respond to of 69744

Clint & thread, Are we making another double top on the Comp & NDX or is this time different? Views? I hedged by buying SEPT 50 puts on QQQ. Still holding JNIC, ZOOX, NMTC, & others. JNIC looks great here - as do many of the smaller names.

To: Clint E. who wrote (32128)	5/18/2001 8:15:40 PM
From: Clint E.	Read Replies (1) \| Respond to of 69744

5/18 6:00 PM ET----H-P: High-End Storage Up in Second Half BOSTON (Reuters) - The chief of Hewlett-Packard Co.'s storage division on Friday said sales growth of its high-end machines could top 60 percent during the second half of the year, as it adds ``hundreds'' of new staff. After Hewlett-Packard (NYSE:HWP - news) reported 60 percent revenue growth from its XP storage business, Nora Denzel, the firm's vice president of network storage, told Reuters she expects to sustain, and possibly top, that expansion in the second half of the year. ``I think we can continue to grow at 60 percent,'' Denzel said. ''I definitely think we can sustain the momentum.'' When asked if the XP business could top 60 percent growth, Denzel replied, ``Yeah, I personally do ... We're adding a lot of legs'' to this business. She declined to be specific, but said the storage division's hiring outlook called for hiring ``hundreds'' of people dedicated to selling and servicing Hewlett-Packard's products. She said the increase would be 40 percent to 60 percent over current staffing levels. During the second quarter that ended April 30, data storage represented one of Hewlett-Packard's fastest growing business segments. Denzel said storage has become one of the top four priorities of Hewlett-Packard Chairman Carly Fiorina. ``She's taken a keen interest,'' Denzel said. XP revenue surged 60 percent in the second quarter that ended April 30. That outperformed the overall 7 percent decline in Hewlett-Packard's computing systems segment, whose revenue shrank to $4.66 billion in the quarter, compared with $5 billion in the year-ago period. Hewlett-Packard does not break out storage revenue separately, but Denzel said it is a multibillion-dollar a year business. Hewlett-Packard's XP data-storage machine competes against the high-end machines of EMC Corp. (NYSE:EMC - news) and International Business Machines Corp. (NYSE:IBM - news). The machines store massive amounts of information, everything from e-mail traffic to online transactions. EMC's Symmetrix machine, for example, boasts a capacity of 70 terabytes, or the equivalent of storing 70 million copies of Mark Twain's ``Huckleberry Finn,'' EMC President Joe Tucci told investors at its annual meeting earlier this month. EMC remains the No. 1 data-storage company, controlling 20 percent of a market that could grow to $50 billion this year. Since ending its reseller agreement with EMC in May 1999 and going with Hitachi Data Systems, Hewlett-Packard has shipped more than $1 billion in storage product through the end of 2000, Denzel said. ``I don't have any fear of not having good storage numbers this year,'' Denzel said.