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

To: American Spirit who wrote (79630)	7/7/2001 10:31:34 AM
From: t2	Read Replies (1) \| Respond to of 99985

A.S., Do agree with you on the potential for Nokia but not EMC. EMC just reminds me of SUNW. Expensive hardware that will be hard to sell in the current cost cutting approach taken by corporations. At present the lower prices preferred over the best performance. Dot.coms were spending like crazy and went for the best..ie. EMC for storage and SUNW for servers. We are no longer in that period. Saw Ashok Kumar on CNN yesterday talk about a slow recovery. He expected the PC sector to recover first, followed by wireless. I had thought that storage had a chance but it seems now that there are just too many players in storage hardware; only the storage software companies seems to be in a good position (such as VRTS). BTW--Do you have a list of companies with cash levels close to their stock price. You mentioned a couple of names. Do you have more such names. Those type do interest me, especially as takeover candidates or defensive names. I am still long a lot of techs.