Good Idea. Looks to me Merrill Lynch Kraemer covering for Dell, their golden cow, since he downgrades every one except them, IBM, SUNW, EMC and even puts NTAP to a neutral. Just because Merrill is the biggest broker in the world does not make them right, in reading his ANALysis it is flawed and appears about 6 months behind the curve. These ANALysts like Tom Kraemer are backward looking not forward, and just another late PENGUIN jumping in the polar BEAR waters last (first one in or last one in gets eaten, so they all shove and push and make a mad run at it). bigcharts.com
As for me, I will stick to articles that have REAL numbers and facts, like the CFO magazine article last month, or the "Surviving and Thrivig Through a Storage Migration" ad article inserts in most tech magazine by Moca Inc that also verified that storage is GROWING 4000%. see avcom.com for more on that, but buy NTAP instead of course. In any event, it makes this price drop just another reason to buy more.
I am,
Truly your$,
-Crystal Ball |
