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

To: Ibexx who wrote (52074)	4/17/2002 12:47:43 AM
From: the_wheel	Read Replies (3) \| Respond to of 99280

There is some talk I have heard that VRTS may just possibly be the best stock play for tommorow. Ameritraders agree: ameritradeindex.com VRTS best buy tomorrow. Note TOP PICK ADSX IS UP 21% today. CAN WE EXPECT SAME FOR VRTS TOMORROW??? I FOR ONE WOULD NOT WANT TO MISS THE BOAT!!! WOULD YOU????

To: Ibexx who wrote (52074)	4/17/2002 1:57:35 AM
From: AD	Respond to of 99280

More companies are entering into the storage business, which means less dough for each of them. That might be another factor contributing to SAN companies' weakness - not so much the overall demand, but their SHARE of it. bingorama

To: Ibexx who wrote (52074)	4/17/2002 11:10:14 AM
From: Pink Minion	Respond to of 99280

More companies are entering into the storage business, which means less dough for each of them. Not only that but SUPPLY (cost per megabyte) continues it's historic pace. It's still all about supply and demand. The last time I figured it, this "DiskSpace Law" far outpaced Moore's Law which basically says supply from technical advances doubles chips every 18 months. Thus, for profits: demand + product advances > Moore's Law (2x supply). It's the same case for fiber. The capacity advances for awhile increased supply by 16 per year, 10 TIMES MOORE'S LAW! All tech bulls talk about demand for technology but never mentions supply. Technology is about greatly increasing supply (and obsoleting your current product). Folks that think storage is a good LTBH need to look at it's history and technology.