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To: John F Beule who wrote (4659)10/5/2000 10:12:09 AM
From: HDC  Respond to of 10934
 
John, Hi! Thank you for the tidbit from your Fortune newsletter. I noticed in Merrill's most recent report on the Hardware sector titled something like "It's not the Hardware, it's the software stupid" that Kraemer was assuming coverage of EMC, our beloved NTAP, SUNW & others.

My first reaction was "Where's Steve?" He is a tremendous asset to the firm. I'm glad he's still around although I will miss his reporting style. I looking forward to the new guy, Kraemer. I'm glad he has found something to do now following Seinfeld. <VBG>

Thanks again,

Duncan