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Technology Stocks : Son of SAN - Storage Networking Technologies -- Ignore unavailable to you. Want to Upgrade?

To: Douglas Nordgren who wrote (2234)9/13/2000 2:30:01 AM
From: Douglas Nordgren  Respond to of 4808
 
OOPS! How wrong cursory examinations can be sometimes. Pardon me while I extricate foot from mouth this time.

Steven Milunovich focuses on enterprise hardware and storage for Merrill Lynch and he likes Sun and EMC (EMC:NYSE - news) in enterprise storage and Network Appliance (NTAP:Nasdaq - news) in storage (Merrill Lynch has done investment banking for Network Appliance also).

So yah, I guess Steven counts at least as much as any other storage analyst, maybe more by TSC's #2 Analyst Ranking:
thestreet.com

Douglass



To: Douglas Nordgren who wrote (2234)9/13/2000 9:19:29 AM
From: Bob Kim  Read Replies (1) | Respond to of 4808
 
Hey Doug,

"Analyst-at-large" was pretty funny. I do think Milunovich will be backing away from research production and increasing his mgmt role at ML. He did add a PhD to his staff who seems to focus on storage. ML also hired Thomas Kraemer from MS in July, so I imagine, if Kraemer is still at ML (one of the new hires returned to MS), that he will takeover some of Milunovich's coverage. BTW, I do follow ML tech research on a regular basis:

restex.com


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