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

To: Zeev Hed who wrote (88984)	7/1/2002 12:30:30 PM
From: michael97123	Read Replies (1) \| Respond to of 99280

Zeev, Is there still going to be a short summer rally? The market acts like it has cancer and the drug its taking was produced by imclone. mike

To: Zeev Hed who wrote (88984)	7/1/2002 12:31:28 PM
From: LTK007	Read Replies (1) \| Respond to of 99280

<<12:18 ET Brocade started with a Sell rating at Lazard Freres (BRCD) 16.90 -0.58: Storage sector continues to trade defensively, with group leaders off 2.8% to 4.7% today. Not helping matters is morning note out of Lazard Freres initiating coverage of Brocade with a SELL rating and $12 price target. The call is based on valuation, as firm believes that market has mistaken near-term market share gains for long-term organic growth, which has led to an enterprise value 2.4x greater than firm's estimate of the entire market in 2006.>>