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To: HDC who wrote (4691)10/7/2000 10:54:39 PM
From: Bob Kim  Respond to of 10934
 
Duncan, I believe he liked it at MS. He also liked EMC, SUNW and LXK (yikes). I'm not familiar with his MS work, but I am monitoring his ML stuff. I bet he issues something positive on Brocade in the future. I wonder if he will take over coverage of VRTS from another analyst.

I'm not that impressed with his valuation methodology, but I give him credit for at least providing one, unlike many of his ML colleagues.