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Technology Stocks : Network Appliance -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (4108)	8/23/2000 8:13:50 AM
From: Lynn	Read Replies (2) \| Respond to of 10934

Dear Greg and thread: ML released the following comments on Monday. Since my parents are visiting me I did not see them until late last night. Read them and smile: "The Hyperspeed Infrastructure Buildout: Accelerating Business Cycle Powering Technology Leaders," by Steven Milunovich,CFA, First Vice President and John M.A. Roy, Ph.D., Director Reason for Report: Industry Trends Investment Highlights: Category leaders should increase their advantages; increasing return economics win. We like IBM (IBM, B-2-1-9, $120.19) in services, EMC (EMC, B-1-1-9, $95.94) and NetApp (NTAP, C-1-1-9, $93.94) in storage, and Sun (SUNW, B-1-1-9, $122.38) in Unix. Fundamental Highlights: The pace of business is accelerating, and IT executives are being directed to go full speed ahead on initiatives and do it now. Time-to-market is the key to building technology infrastructures. The way for IT teams to be successful today is to choose leaders and go with the products they know and the vendors they trust. It is getting closer to “winner takes all.” As most IT executives know who the leaders are, infrastructure decisions become default decisions and the leader in a category benefits heavily from this environment. In services and Unix, the revenue leaders grew the most. Only in storage did the revenue leader not grow the most, which we see as an artifact of a new category in storage (networked attached storage). Leaders will likely continue to benefit from this hyperspeed environment. With the Internet infrastructure continuing for a number of years we may get “super-dominant” players in each category. [end of comments] Regards, Lynn P.S. Greg: Yes, maybe t2 and I should hook up. Too bad he/she does not follow SUNW. Lately I have been getting twinges of dividend initiation.