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

To: Elroy who wrote (25100)	8/5/2005 10:53:54 AM
From: Lizzie Tudor	Respond to of 57684

actually I had a hunch about NTAP. My neighbor went for an interview there. I bought come NTAP calls earlier and sold them when software started to rally for a small loss. Brocade warned also. All I can come up with is, storage was strong these past few years. It was the only sector in capex that wasn't destroyed completely. The stocks are way off their peak, of course, but it was nothing like the carnage in networking or software. Maybe now that the other areas are heating up, some storage money is getting diverted by IT depts? I don't know. Storage remains a fundamental growth story unlike networking until we get some new drivers for network traffic.