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

To: stockman_scott who wrote (9086)	10/5/2001 11:42:38 AM
From: The Ox	Read Replies (2) \| Respond to of 23153

STOR is very attractive but they appear to be a company that's ahead of it's time. The business model, with the proper refinements, could be a big winner but the macro-economic environment will be working against them during the immediate future (next 1 to 3 years),IMO. Probably a good company to pickup during the next storage sector beating (retrace), IF (and it's a big if) you think their model will survive. I'm on the fence (disclaimer - no position in STOR). Some good info + discussion on the Son of SAN thread for those interested in the SAN, FC, NAS industries.