Ian,
Hi!!
RE:
Article In Today's Barrons
interactive.wsj.com
re: Mark Anderson, a hedge-fund manager and newsletter editor based in Friday Harbor, Washington, is another Microsoft fan, based on optimism about PC demand, as well as the software giant's potential in non PC-devices. As a bet on wireless, Anderson likes Vodafone and Nokia. He's also keen on Samsung, the Korean electronics giant, which he thinks can be a leader in handhelds. And he's bullish on Dell.
Merrill's Steve Milunovich, while no optimist on tech spending, also likes Dell, in anticipation of a PC upgrade cycle. In chips, he picks Maxim and Microchip Technology; as a wireless play, he's fond of Qualcomm. And in networking, Milunovich recommends Extreme Networks and Riverstone Networks.
Thanks Ian...Nice read and very interesting hearing Cappellas' % remarks for this year vs. the IDC current position...
Best, Kemble |
