Piotr, et al .....
The last time I spoke (not recent e-mails) to Laura Coniliaro, the head Enterprise Analyst of Goldman-Sachs, about 1+ yrs ago re: her including CPQ in her sector ... her MAIN focus was CPQ's prowessness in storage .... hopefully CPQ's gains (??-I suppose so) will help.
As an aside, if she does pick up CPQ coverage (which I'm not sure will happen, unfortunately) this'll be a BOON to CPQ --- even if the coverage is accumulate or buy. What I DON'T want to see is a 'new' GS coverage of sub-pseudo-wantToBe Enterprise Hardware Sector which incluse DELL, GTW and CPQ --- what I want is CPQ to be included in her current coverage along with her current EMC, IBM, HWP, SUNW -
Michael (foolish but HAPPY) |
