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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (14578)	10/28/2002 1:23:38 PM
From: Bill Harmond	Respond to of 57684

Brocade's strength is in the low/middle end. The Silkworm is a new market for them. Id be speculating on what the problem is. There are issues with the Silkworm, and Cisco could be freezing the market some. Just don't know. Byte & Switch will be all over the story I'm sure. Considering they're biased against Brocade, it should be juicy.

To: Lizzie Tudor who wrote (14578)	10/28/2002 3:45:56 PM
From: stockman_scott	Respond to of 57684

Gartner: 50% Of Software Firms Will Vanish Within 2 Years itmanagement.earthweb.com

To: Lizzie Tudor who wrote (14578)	10/28/2002 4:22:02 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

28-Oct-02 Soundview on Tech Stocks : With recent lofty 32% advance in large cap technology stocks, firm is cautiously optimistic that sector is beginning to sniff out economic recovery, positive estimate revisions, financial momentum and return of positive "user groupthink"; looks for substantial fundamental confirmation of price advance between now and January, but does not view tech stocks as "one-way tickets to paradise" due to upcoming typical fall off in IT spending from Q4 to Q1, rather thinks trading range is being established where valuation, product cycles, stock selection and remembering to take profit will matter again; favors infrastructure spending driven stocks with exposure to better storage and PC demand in Y03, such as IBM, MSFT, SAP, PSFT, HPQ, EMC, TSM, UMC, MU, LSI, NSM, AMAT, NVLS and LRCX.