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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Dave Gore who wrote (34715)	2/28/2002 10:52:22 AM
From: t2	Respond to of 99280

EMLX, BRCD, EMC, QLGC - storage sector should bounce anytime. The market usually doesn't let anything get too cheap for long. Dave, It really depends upon your definition of cheap. In a slow growth environment, one can make an argument that these stocks are way overvalued. We may just have had a major major spending bubble ahead of Y2K in almost all tech sectors. jmho

To: Dave Gore who wrote (34715)	2/28/2002 10:52:37 AM
From: Softechie	Read Replies (1) \| Respond to of 99280

LOL! Cheap! Oh boy! Single Digits Beckon EMC By James J. Cramer 02/28/2002 07:53 -------------------------------------------------------------------------------- EMC EMC said things aren't so hot last night at a Roberston Stephens conference, confirming once again that all is not well in storage-land. When you combine that with the Hitachi HIT disappointment last night and what I am hearing about IBM IBM , you have a sense that this once-hot area has completely fizzled. What's the matter with storage according to EMC? How about everything: pricing is bad, demand is bad, the products don't seem to excite. This is quite a change from a year ago when storage was red-hot. In fact, it is even a change from October-December, when storage had picked up. To me it means that EMC is headed into the single digits. Plan accordingly.