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To: Paul Engel who wrote (92597)11/16/1999 3:05:00 PM
From: Tony Viola  Read Replies (1) | Respond to of 186894
 
Paul, exciting to see companies matter of factly talking about shipping Itanium based machines next year, vs. the "we are working with Intel to develop blah blah capability on Merced", like we've had for so long.

In looking at some beaten down stocks (that might get beaten down more between now and EOY due to tax loss selling) Unisys came on the radar screen. Any opinion on UIS, Paul? I've personally been neutral to negative on them vs. the faster moving companies like Dell. However, Unisys does R&D, might have put something in these new NT boxes that is compelling. May even dent Sun some. Data General, recently bought by EMC, is very similar to UIS.

Tony