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To: Jacob Snyder who wrote (9960)2/17/2002 7:52:34 PM
From: John Koligman  Respond to of 10934
 
Jacob, if you are feeling pessimistic today I attended a couple of talks at the Trading Expo in New York today. One was given by Larry Pesavento, who has been around for 40+ years and is a big 'Fib' believer. He thinks the NAS bottoms around 1600 in early April. The comments on Cybertrader caught my eye as I use their software running on four flat panels (neck strain swinging my head around <ggg>) and find it quite reliable. I was with Schwab for many years and feel comfortable with Cyber having some staying power since Schwab now owns them. They had a pretty big presence at the Expo, along with Realtick and a couple others. It was pretty crowded, although not to the extent of the past two years. I suspect some of the 'fresh faced' have gotten washed out during the collapse of the bubble. I've gotten used to seeing some of the
'superbull' <ggg> analysts hanging around, saw Acampora among others last year, they seem to have vanished this year...

Regards,
John



To: Jacob Snyder who wrote (9960)2/23/2002 8:41:07 AM
From: Northern Marlin  Read Replies (1) | Respond to of 10934
 
Here's an excerpt from a recent press release from XLNX in which their management upped their guidance for FY02:

biz.yahoo.com

From an end market perspective, some areas of strength include storage and networking products sold into the enterprise segment and third generation wireless applications.

This may be just another clue that companies in the storage sector currently have better business opportunities than many other tech sectors.