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

To: Les H who wrote (81134)	8/2/2001 12:55:53 PM
From: Crystal ball	Respond to of 99985

Its a question of CSCO or COMS, SUNW for example with its server storage solutions are more expensive that EMC with its SAN storage solution, but NTAP with its NAS storage is the cheapest, for network storage, as opposed to the pc or disk storage of the IOMega type you mention. 3Com, ie. COMS, strategically drop the fortune 500 enterprise high end marketplace, they I think saw this coming and wanted to capture the middle market, that is small business, unfortunately for them, the 2nd Greenspand recession killed ALL BUSINESS, BIG AND SMALL ALL B2B, leaving only the consumer left standing, so even COMS got hurt in the end, and CSCO did not gain much from COMS abandoning the high end router market to CSCO....but that may change. I think the recovery will happen on the low end first and move up the food chain, and not TRICKLE DOWN from the high end to the middle, so the cheaper solutions, like NTAP will win out over the next 18 months over for example EMC or SUNW type solutions, .....yes, 18 months from now after NTAP has returned to its 52 week highs (don't laugh I predict it will happen)....then I will be selling....only then...and then buying EMC and 6 months later SUNW....but one must have priorities.....I am catching the first train to leave the station.....same with PALM versus CPQ or DELL or AAPL.....same historical pattern on market recovery. MORE BANG FOR THE BUCK until the recovery is vested.....those are the companies that will recover earnings first and stock performance accordingly. I am, Truly your$, -Crystal Ball