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To: JakeStraw who wrote (67021)2/10/2005 4:14:38 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 77400
 
I like storage as one of the only capex areas still growing. So the storage players are Cisco with Andiamo, Brocade, McData, EMC, QLGC, EMX. Out of those, if you say cisco and EMC are too large- the rest are pretty broken companies except qlgc. Thats the only reason.