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

To: Ron Dior who wrote (52052)4/16/2002 11:24:39 PM
From: TREND1  Read Replies (1) | Respond to of 99280
 
Ron
Agree
see
Message 17341402

Larry Dudash



To: Ron Dior who wrote (52052)4/17/2002 12:00:48 AM
From: t2  Respond to of 99280
 
Ron or anyone else, What are good storage stocks?

EMLX, QLGC, BRCD?

How does VRTS's warning spare these names? I don't understand the sector very well but I guess the companies that rely in big expenditures are in trouble.

Therefore, do you see EMC, NTAP, VRTS as the weak links in this environment?

thanks.

btw--I did see some analyst on TV very bullish on EMLX and BRCD last week. He did not seem too concerned about the slowdown in IT spending.


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