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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: SecularBull who wrote (78945)	6/18/2001 11:41:37 PM
From: Boplicity	Read Replies (1) \| Respond to of 99985

I think storage sector is dead money for sure, and we will not be seeing much anticipation when the recover happens, but to clarify my comparison. Storage should not be dead as long as the network sector will be. Of course consolidation need is not nearly as great for equipment vendors in the storage sector as it appears to be in the network sector. There are many players chasing the same dollars in the storage sector. I wouldn't be surprised to see some of the switching fabric companies combine, and NTAP to be bought out. B

To: SecularBull who wrote (78945)	6/19/2001 8:54:17 AM
From: Boplicity	Read Replies (1) \| Respond to of 99985

From Beefing.com <<08:47 ET Salomon on Storage : Salomon Smith Barney cuts its 2001 data storage industry growth forecast to 10-15% from 15-20%; says that this quarter will be plagued by preannouncements and downward revisions on EPS, revenues, and margin. Says there is a good chance EMC will lower guidance; believes NTAP isn't closing larger deals and faces another challenging quarter; says BRCD can make its numbers and is the best way to play the sector.>> B