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To: GST who wrote (126357)6/11/2001 3:14:24 PM
From: H James Morris  Read Replies (2) | Respond to of 164684
 
>HJ: OK, storage is growing
Yeah, but what good is that when the Naz is shrinking?
>SCM is not so easy to jump into and it will get bought as margins get squeezed
I agree, if IT budgets get really squeezed new SCM orders should be the last to feel it.
Btw
Actually, the fastest growing company in storage is Japans Hitachi (HIT), which I still own.


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