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

To: TREND1 who wrote (52035)	4/16/2002 11:16:44 PM
From: The Freep	Read Replies (2) \| Respond to of 99280

Larry, here's the link between EMLX and VRTS <<Storage area networking management competitors include Compaq Computer, Computer Associates, EMC, IBM and network switch vendors. >> OK, it goes like this: if sales are weak in the SAN management area, then SAN sales in general are down, and the SAN players like BRCD, QLGC, EMLX, MCDT, etc. will be down, too on "depressed sales sympathy." Now, VRTS actually said that storage, disaster recovery, and services were the areas that kept it from being as hard hit as others due to the IT slowdown. So it's very possible that there is no relationship at all, if that trend continues. However, if VRTS is forecasting a slowdown in the storage area for next Q, then there is the possibility that Emulex and the others are rightfully feeling a stock price downdraft due to the VRTS call. Hope that helps. the freep

To: TREND1 who wrote (52035)	4/16/2002 11:22:12 PM
From: Ron Dior	Read Replies (2) \| Respond to of 99280

Larry at best many of these companies are second cousins twice removed. Analysts many times tend to link whole sectors like they are one big family. The storage sector is to complex to do this with. The right kinds of storage can improve the bottom lines of many companies and will be bought even when IT spending is off. Storage is storage is storage is completely false. As some would have you believe that all "San Suckers" are alike, they fail to see improving margins and growth of certain storage companies. The key is to find out which companies in this sector are eating the other ones lunches. New gorillas are emerging as we speak. VRTS you are the weakest link... Goodbye! Ron Dior