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


To: Logain Ablar who wrote (21555)7/29/2004 1:56:28 PM
From: Lizzie Tudor  Read Replies (2) | Respond to of 57684
 
for IT infrastructure I think we need to watch the storage companies, so that would be EMC. Storage is a capex area in the midst of a long term growth trajectory, due to compliance requirements and increased e-commerce volume. Storage is the one capex area VCs are still funding here. If we can't get good numbers from emc,veritas and friends then that is a bad sign