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

To: j g cordes who wrote (36602)	3/31/2002 9:45:32 PM
From: shasta23	Respond to of 68600

Jim! Thanks for posting this good article about the storage industry. Appreciated! Stefan

To: j g cordes who wrote (36602)	4/1/2002 2:38:27 AM
From: Johnny Canuck	Respond to of 68600

>>Another worrying sign is the exodus of employees from >>leading storage-industry companies. While EMC, Network >>Appliance and Veritas would have us believe they have >>simply been prudently cutting nonessential employees, the >>truth is that many senior, experienced employees, >>disillusioned with underwater stock options, are bolting >>for the exits. And the longer the current market >>conditions persist, the more the talent will walk. There aren't that many places to go, so I doubt this is as much a factor as the article is trying to make out. Some of the best may go to new start ups, but we all know that the financing of new start ups is tough in the current market conditions. This makes a intersting case for outsourced services such as those offered by IBM and EDS. Though EDS would probably be too expensive for most small to medium sized companies. So who is around to fill the gap???

To: j g cordes who wrote (36602)	4/1/2002 2:43:10 PM
From: Johnny Canuck	Read Replies (1) \| Respond to of 68600

This explains the strength in those telecom equipment stocks on Friday. So much for timely distribution of information to all market participants at the same time. ***************** 07:40 ET BofA upgrades comm equipment vendors Banc of America raises their ratings on communication equipment systems vendors on the belief that this qtr marks a cyclical inflection point; says Feb data indicates that co's are seeing a return to normal seasonality, and believes that North American capex will start showing sequential qtrly improvement this summer. Upgrades CIEN, CSCO, JNPR, and ONIS to STRONG BUY from Buy, and raises AFCI, LU, NT, and TLAB to BUY from Mkt Perform.