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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: Bob Kim who wrote (35698)	9/25/2000 9:27:11 PM
From: Lynn	Respond to of 64865

Tom Kraemer at ML says, "EMC, Network Appliance, and Sun are our favorites." From: Enterprise Hardware: Big Demand, but “Forget Hardware — It’s the Software and Performance, Stupid!” Part 1 of 4 Reason for Report: Assuming Coverage Investment Highlights: We are assuming coverage on EMC (EMC; B-1-1-9; $101) target price-$130, Hewlett-Packard (HWP; B-2-1-7; $101) 12-18 month target price-$140, IBM (IBM; B-2-1-7; $121.75) target price-$144, NCR (NCR; C-2-2-9; $37) target price-$44, Network Appliance (NTAP; C-1-1-9; $130.44) target price-$185, Sun Microsystems (SUNW; B-1-1-9; $118) target price-$145, and Unisys (UIS; C-3-2-9; $10.94). Fundamental Highlights: While the demand for Internet Infrastructure should drive storage and servers to outperform, selectivity will be critical. We favor firms with strong software and intellectual property—see our “10 Rules of the Enterprise Road: Forget Hardware—‘It’s the Software and Performance, Stupid’” piece. EMC, Network Appliance, and Sun are our favorites. EMC benefits from huge storage demand and locks-in customers with industry leading software. Network Appliance’s software delivers unique enterprise class functionality and appliance-like ease of use. Sun’s momentum in Solaris and first-mover advantage in the fastest growing markets should fuel continued share gains. HP should benefit from Internet Printing, but it needs to execute with its enterprise server and storage businesses and rebuild its IP. Its software trails Sun, EMC, and others. There could be some short-term issues. [snip to end] Dear Bob: You are right--and so far Tom's coverage of SUNW, EMC, and NTAP looks good to me! Regards, Lynn