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To: Logain Ablar who wrote (2637)12/18/2001 4:09:50 PM
From: John Pitera  Read Replies (1) | Respond to of 2850
 
HI Tim, well it looks like you lit up the rally in ZOOX -g-. on the favorable side it's price to sales was .7 yesterday
now it's 1.0 with today's advance.

The volume was obviously much greater than average today. volume was 1.77 million vs a 3 month average of
210,000 shares. Avg Daily Vol (10 Day) 0.38 Mil Avg Daily Vol (3 Month) 0.21 Mil

How much revenue do you think ZOOX might see in selling their fibre channel switch to CPQ? I wonder
what their profit margins are on that switch.... and also I wonder how well CPQ is doing in selling SANS.

today I have so many questions and so few answers I did add a few shares of ZOOX to the sheets, the most
dynamic growth area of tech is storage area networks. and the switch makers and software providers are
showing the best growth in tech, it seems.

ZOOX does appear to be selling for around 1 times book value?

I do understand how the demand for data storage is exploding.

thanks for your thoughts on ZOOX.

John