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Strategies & Market Trends : Sharck Soup

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To: Sharck who started this subject	5/1/2001 2:45:23 PM
From: besttrader	Read Replies (1) of 37746

EMC Corp (EMC) 40.80 +1.20: -- Update -- Merrill comments on hosted meeting with storage provider; says in sum, environment remains tough, EMC is driving on its software strategy, denying that competitors are making any inroads; firm running checks, says they are a bit more concerned about the margin; notes that if they see signs of continued weakness coupled with intensifying competitive pressure, will become more concerned. Microsoft (MSFT) 69.54 +1.79: This afternoon, UBS Warburg adds software giant to Focus List; sees MSFT benefiting from its perception as industry leader in current weak macroeconomic environment; in lean spending environment, believes enterprise clients more likely to invest in tier-one software providers; notes that MSFT is aiming to leverage its expansive installed base with a "flurry" of partnership agreements.

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