About 6-9 months ago GS lost their PC Sector analysts and have never picked up or reported coverage of any in this category (CPQ, DELL, GTW ..)
SUNW, IBM, HWP, EMC, ++ are all covered by Laura under Enterprise Harware (EH). In fact, all her EH research reports (by company or total sector) never even mentions any non-EH companies in there ... not even in the competition analysis --- therefore, I see (and I hope(?) others see) GS/her reports as incomplete, wrong, stupid and basically mis-leading ..... IT PEEVES ME OFF
Michael |
