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Technology Stocks : Son of SAN - Storage Networking Technologies -- Ignore unavailable to you. Want to Upgrade?

To: stockman_scott who wrote (4743)	4/4/2004 1:28:28 PM
From: Joe Wagner	Respond to of 4808

Stockman Scott, I saw a leading semiconductor analyst give a talk on the outlook for high tech companies, and he was showing on a chart, that in 2000 right before the crash, inventories were skyrocketing to record levels while growth was declining. This was followed by a few years of huge negative growth. Currently he showed inventories are at record lows, and growth is back, and increasing. He seemed to think this was a good sign, and looked similar to the chart in 94. I know leadtimes on components are moving out. If companies really believe growth will continue and get stronger, they will replenish inventories and leadtimes will really move out as demand moves way above supply, feeding the cycle. If it continues this should result in capacity having to be increased, starting another upward cycle in capital spending. JW

To: stockman_scott who wrote (4743)	5/27/2004 11:15:50 AM
From: Joe Wagner	Respond to of 4808

Clusters 'won't replace' high-end servers By Stephen Shankland, CNET News.com Experts see the ease-of-use of a single operating system as an advantage over clustered servers Low-end servers linked tightly together will encroach on the turf of massive multiprocessor machines but won't replace them, server experts predicted on Wednesday. More powerful networks and better database software have made groups of low-end servers better able to share a single database, but the technology still is immature, panellists speaking at the CeBit America trade show in New York said. uk.news.yahoo.com