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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (18806)	6/26/2001 9:59:51 AM
From: James Calladine	Respond to of 30051

"the bottom" (FROM BRIEFING) <<<09:23 ET Sun Microsystems (SUNW) 15.04: -- Update -- In an interview with the San Jose Mercury News, CEO Scott McNealy responds to the question of whether he sees a bottom this way: "nobody saw the cliff, so how can you say you see the bottom?" President Ed Zander adds: "I hope Larry knows something" in reference to Larry Ellison's claims of a bottom for ORCL.>>> Namaste! Jim

To: Sam who wrote (18806)	6/26/2001 10:08:03 AM
From: Logain Ablar	Read Replies (1) \| Respond to of 30051

Sam: Not just qlgc but also emlx. Not sure why brcd and mcdt are not doing as well. On the last cc qlgc indicated 7 - 10% decline in revenue for this quarter and then back to sequential increases in the 3rd quarter (over 1st quarter) as storage capacity demand increases. emlx and qlgc have been strong since their cc's. Hey I even threw some funny money @ zoox since its in the space. good luck