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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (35109)	11/12/2001 4:10:45 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 67816

Harry: In storage all the switch / fabric makers have new 2 gig fiberchannel products. BRCD of course is the leader but when I reenter sector I'll shy away from it. They seem to be losing share to MCDT and QLGC (just from what I've read, but CPQ & CSCO with MCDT made me change my mind on MCDT, both of these are take aways from BRCD). EMLX has been doing well (a gain of over 250% from its recent low but it was not a good sign when it broke its April low). ditto JNIC in this space. ZOOX I play with (although its some $$ even @ a $1 and I don't want to see it get into some vulture financing) and if they lose some cpq business to mcdt they are in trouble. The safe time to enter is a break above $1.5. I need to research NTAP more. I have never owned any of it but do to chart action it will garner some $$. I've been shying away from anything in the telecom space. MRVL with GALT should be great but I'm just gun shy in this sector (why I won't touch AVNX). I know avnx, corv and others had some nice insider buys near the lows but still the sector has headwind. Tim