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Technology Stocks : Advanced Digital Information Corp. (ADIC) -- Ignore unavailable to you. Want to Upgrade?

To: Jim Oravetz who wrote (2216)	12/7/2001 1:40:27 PM
From: Jim Oravetz	Read Replies (1) \| Respond to of 2283

Lehman on Storage : Lehman sees business stabilizing in storage networking, but sees little evidence of near-term secular increase in demand; in addition, competition will continue to intensify, making software and services critical growth drivers. Firm believes that current valuations on EMC, NTAP, BRCD, MCDTA may be a bit stretched on both a short- and long-term basis Briefing.com ADIC mngmt had made it clear that they are investing heavily in software development. Hopefully this will pan out in the future. Jim