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Technology Stocks : EMC How high can it go? -- Ignore unavailable to you. Want to Upgrade?


To: John Carragher who wrote (12951)8/8/2001 11:57:33 AM
From: stockman_scott  Respond to of 17183
 
11:27 ET Brocade Comms (BRCD) 37.57 -0.37 (-1%): -- Update -- Trading floor sources at CIBC World Markets telling us that firm views SUNW/HIT as a potential positive for BRCD. Based on BRCD's relationship with Hitachi, thinks there is strong potential that Sun Micro will qualify BRCD switches for use with its servers by year-end... Thinks deal has immediate positive implications for QLGC, Sun Micro's sole source of Fibre Channel switches, but is not immediately cause for model revision.... Potential negative impact for EMC and HWP.



To: John Carragher who wrote (12951)8/10/2001 9:45:57 AM
From: JDN  Read Replies (1) | Respond to of 17183
 
Dear John: Well I am back from a great vacation in Moab and Ouray. Arrived midnight last night and come to see that market as usual sucks. Really surprised to see EMC in the teens. Too many posts everywhere to read it all. This is either a great buy or the storage industry is going the way of the disc drives a couple years ago?? jdn