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Politics : Idea Of The Day

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To: Jerry Olson who wrote (38471)	4/10/2001 11:05:47 AM
From: 2MAR$	Read Replies (2) of 50167

this SONS a pretty big earns play tonight in the networking took some short at $20.80 sporting a $4 1/2 bil cap here ... ah what the hell short some IBM too $98.10 Merrill On Enterprise Hardware : Comments from Merrill Lynch conference call on the Enterprise Hardware sector; SUNW -- even with only 15% revenue growth assumptions think there is 15-20% upside to stock (historically 25% revenue growth)... EMC -- thinks there is a lot of upside to the stock; margins are down in model... HWP -- currently channel issues and computer systems losses will hurt upside that are currently in the printer area.... IBM -- thinks stock is fairly valued now.

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