Zeev's Turnips Patch-No Politics (ZEEV)

[larry57]

this came out a little earlier, fwiw...

"08-Jul-02
Enterprise Hardware Q2 Preview : Goldman Sachs's Laura Conigliaro remains cautiously upbeat and expects most of their cos to make numbers; credits large systems/storage vendors in-line performance to price stabilization, seasonality, curency benefits, and lowered June qtr expectations; believes SAN component cos will continue to see accelerating growth. Firm stresses visibility remains weak for the heavily back end loaded Sept qtr but adds that any Q3 est revisions should be relatively minor; maintains that enterprise systems and storage valuations are close to or within pre-bubble ranges."from Briefing.Com

emphasis added.

larry