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

To: TREND1 who wrote (52054)4/17/2002 12:14:11 AM
From: The Freep  Read Replies (3) | Respond to of 99280
 
No, Larry. YOU are wrong. <g>

1) The real link is a psychological one, of course, and the market is a psychological beast from time to time. VRTS is in the SAN. EMLX is in the SAN. That's enough to cause a reaction. More on point. . .

2) VRTS would say the same as EMLX. "Don't buy more storage, but use our software to better use what you have." However, if people aren't doing that for the software, who says they are for HBAs? That is the implication in Veritas' warning.

3) This has all been made very clear to me over numerous conference calls over the last 16 quarters of Brocade, Q Logic, Emulex, Veritas, EMC and others <G>

And yeah, I could easily see the hardware SAN stocks up tomorrow with VRTS down. But that wasn't your question.

the freep



To: TREND1 who wrote (52054)4/17/2002 12:22:24 AM
From: the_wheel  Respond to of 99280
 
Larry,

I have been looking into this and this is how it works:



EMLX is like Elmers glue, it holds the internet together.

VRTS is like Socrates, it tells the truth.

Buy the dip in VRTS, I heard it is going much higher.

EMLX when it rains gets wet.

You can still get some VRTS tomorrow below 40.

Remember:

Train has left station,
You are on platform.
Where is Grace?
Meet you at Ricks.

Later,

IN VERITAS ERGO SUM

Future (tomorrow) BIG WHEEL


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