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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: JungleInvestor who wrote (9085)	10/5/2001 10:31:13 AM
From: stockman_scott	Read Replies (1) \| Respond to of 23153

Thomas Weisel ran a valuation and operating metrics analysis. Firm says QLogic (QLGC 25.59), Sun (SUNW 9.29) and StorageNetworks (STOR 4.26) are most attractive. QLGC was the best performer in employee productivity with highest operating profit margin; SUNW offers next smallest decline in productivity and lowest valuation with potential operating margin upside; STOR is trading at lowest price/cash with leverage to current interest in disaster recovery/remote storage solutions. _________________________________ BTW, This morning I got stopped out of my BRCD, SEBL and VRTS positions....Oh well, that's life and profits must be protected....I'll hold the rest (my BEAS, DELL, EMC, and QLGC) for now and look for a good re-entry in the next few weeks. Regards, Scott

To: JungleInvestor who wrote (9085)	10/5/2001 10:32:04 AM
From: kodiak_bull	Respond to of 23153

Jungle, It's impossible to send you a p.m. Can you turn the feature on, or did you do something wrong in a prior life (were you Slider?) so p.m. is unavailable to you? Kb

To: JungleInvestor who wrote (9085)	10/5/2001 10:44:26 AM
From: MetalTrader	Read Replies (1) \| Respond to of 23153

actually the one I liked at the time I wrote was algx...but my finger was too slow. telecom equipment is in for a tough road and part of the reason I like telecom. The capex has been cut so hard for next year that the cash flow for telecoms should be very postitively impacted. Telecoms are a balance sheet issue and as they begin to look selectively better, it's not a sector that money can stay out of indefinitely. mt

To: JungleInvestor who wrote (9085)	10/5/2001 12:17:09 PM
From: The Ox	Respond to of 23153

Hi JI, Can you shed some light on why you decided on RBAK and CORV? With all of the companies within this sector getting hammered, I'm curious why you feel that these 2 (specifically) are the babies being thrown out. I have a position in CORV and I was wondering what is your attraction to RBAK? There are plenty of "leading edge" telcos out there, many of which are going to have a tough time over the next 2 years. Like STOR, I think CORV may be a company 'before it's time' which is why I don't recommend it to others as the risk/reward ratio isn't that great. It's more of a horizon view of the future type of play for me. tia, mh