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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Logain Ablar who wrote (40375)	11/24/2003 1:01:54 PM
From: Johnny Canuck	Read Replies (1) \| Respond to of 71162

Tim, I don't think we fundamental disagree. A break of 1878 would have broken the lower up trend line. After that I would have expect a fall back to 1840 or a little lower. I do agree that major support is at 1840. A break of that would singal a major correction. As I mentioned I was only looking for a slight pullbck as my indicator are still not indicating a blow off top yet. Dear Colleague, Heavy Reading (www.heavyreading.com), Light Reading Inc.'s market research division, today published a 63-page report that provides a comprehensive market analysis of one of the computing and networking industry's most dynamic sectors: storage area networks. The cornerstone of Heavy Reading's Fall 2003 Storage Networking Market Perception Study is an exclusive, invitation-only survey gauging the attitudes and opinions of service provider and enterprise employees worldwide regarding SAN suppliers in ten different product categories. All of the 380 respondents had expertise in one or more of the following storage networking market segments: - SAN storage systems (Fibre Channel and IP) - NAS (network-attached storage) systems - Tape libraries - Fibre Channel switches (fabric and director-class) - Host bus adapters (Fibre Channel and IP) - SAN extension equipment (DWDM/CWDM, Sonet/SDH, and IP) - Hard disk drives - Backup and recovery software - SAN management software - Storage resource management software The survey covers 135 different suppliers of SAN hardware and software, including 61 public companies and 74 private companies. - To view a list of the public companies covered in the survey please click on the following link: img.lightreading.com - To view a list of the private companies covered in the survey please click on the following link: img.lightreading.com Heavy Reading's Fall 2003 Storage Networking Market Perception Study provides insight into exactly what value-added resellers, systems integrators, service providers, and enterprise users think of SAN vendors and their products. It demonstrates how competition stacks up and provides quantitative market perception data that allows not only suppliers but also their prospective customers and investors to understand how the players in the SAN market are now perceived. Purchasers of this survey also gain access to a searchable database of all survey results, which can be sliced and diced according to geographic region, the types of companies represented by respondents, and respondent job category. The searchable database allows detailed analysis of a specific vendor's strengths and weaknesses in different demographic segments, enabling report purchasers to: - Establish whether customers really identify a given vendor as a leader in terms of key buying criteria such as price, performance, quality and reliability, and service and support. - Bring to light exactly how the market perceives that vendor's products in relation to those of its competitors. - Work out how effective the vendor's marketing strategy is at influencing qualified purchasers of SAN products - and demonstrate that effectiveness using quantifiable data. Key findings from Heavy Reading's Fall 2003 Storage Networking Market Perception Study include the following: - Among storage networking software providers, Veritas Software dominates mindshare with prospective customers. Although Veritas's primary strength is as a supplier of backup and recovery software, its reputation for quality in that sector has translated into a strong leadership perception in two emerging product categories: SAN management software and storage resource management software. - Despite its late entry into the SAN space, Cisco Systems is already established as a sector leader in the eyes of prospective customers. Cisco already has a higher brand recognition than such well-established storage suppliers as EMC and McData. As in the telecom equipment survey, Cisco's main perceived strength is in the quality of its service and support. - Overall results suggest that many potential buyers of SAN products are coming from outside long-established storage channels. Brand recognition ratings for SAN startups generally were higher than startup recognition ratings from previous Heavy Reading market perception surveys of telecom equipment and operations support system (OSS) buyers. This suggests that prospective buyers in the SAN area are more inclined to consider products from smaller, private specialists. - Among the well-established storage vendors, McData and EMC are doing the best job of building mindshare in the SAN segment. Overall, EMC's brand recognition among SAN buyers is strong, and its reputation for service and support is solid. McData's reputation is more equally balanced between the price and performance leadership categories covered in the survey. - Many big vendors trying to cross over into the SAN market are not yet perceived as strong suppliers. Ciena, Computer Associates, Hewlett-Packard and Lucent Technologies are all struggling to establish reputations as leading suppliers in SAN product sectors. Surprisingly, name recognition is a big weakness for some of these otherwise well-known brands. Heavy Reading's Fall 2003 Storage Networking Market Perception Report costs $2,950. For additional information, or to request a free executive summary of this report, please contact: Dave Williams Sales Director Heavy Reading 415-293-8470 dave.williams@heavyreading.com