John,
Maria B. just said that Merrill is recommending EMC (along with Sun & Dell).
Looks like this report is being released today.
Not to nitpick our post, but Maria said it a little different: ML is recommending, in general, enterprise companies EMC and Sun, over PC companies. In the PC space, they prefer Dell over Compaq.
Again, hate nitpicking, but I think the key point was enterprise over PC, then Dell over Compaq. Hell, Dell will probably outdo all of them today, what with their bazillion adoring shareholders. Don't knock it if you haven't tried it, right?
Tony |
