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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (29563)	10/5/2001 12:58:16 PM
From: TREND1	Read Replies (1) \| Respond to of 30051

Zeev About the WTC gap, I would expect "the Q" to close the gap before the Nasdaq does. (1) JNPR has closed the gap already. (2) BRCD is almost there. (3) QLGC is almost there. Larry Dudash

To: Zeev Hed who wrote (29563)	10/5/2001 1:00:15 PM
From: Sam	Read Replies (1) \| Respond to of 30051

Zeev, Speaking of BRCD, EMLX, QLGC, etc., have you peeked at INRG or MCDT? Latter in particlar has a good balance sheet, a good history with EMC and IBM, and a strong product line. Both are cheaper in PSR than the former three, though INRG just had their NYC sales office destroyed in the WTC attack (almost surely covered by insurance, but still an unwanted distraction,; I don't know if they lost any people, doubt it given no report on it) and doesn't have as strong a cash position as I would like to see in this uncertain times. But both have already given guidance for the Sept quarter, both are selling product in demand (esp high end switches), and both are around 3x sales right now, give or take a little (actually INRG about 2.5x, MCDT about 3.5x).