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To: Tenchusatsu who wrote (124539)	1/9/2001 10:32:51 PM
From: Dan3	Respond to of 186894

Re: I wonder what the reviewer thinks of UltraSparc III He doesn't seem to see them competing in the same market. He seems to see Itanium's ultimate competition as P3, P4, and Athlon. Solaris on SUN really does appeal to a different buyer. Dan

To: Tenchusatsu who wrote (124539)	1/10/2001 10:47:07 AM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Merrill calls key new Hewlett-Packard computer "tepid" NEW YORK, Jan 10 (Reuters) - Shares in Hewlett-Packard Co. (NYSE:HWP - news) fell nearly 3 percent on Wednesday following negative comments by a Merrill Lynch analyst about a key new line of HP computers that run the Unix operating system. Shares of HP, a component of the Dow Jones industrial average, were down 13/16 to $30-13/16 on the New York Stock Exchange. ``We saw benchmarks for HP's new Superdome server,'' Merrill Lynch analyst Thomas Kraemer said, referring to tests that determine the performance of the machines. ``The benchmarks for Superdome were tepid.'' Kraemer noted that HP has said the new Superdome server will be the catalyst to re-energize its Unix business. But he said the new servers fell short in terms of performance and price when compared with Unix products from International Business Machines Corp. (NYSE:IBM - news) and Sun Microsystems Inc. (NasdaqNM:SUNW - news). HP, IBM and Sun Micro are vying for the business of moving corporate operations online. ``It did not beat the high-end servers that IBM introduced a year ago and it was more expensive than Sun Micro's on a price performance basis,'' Kraemer said. ``As such, we do not think that this product will be a strong catalyst to produce a turn in HP's Unix business.'' He also said Merrill Lynch surveys had found that while there is a slowdown in information technology spending by corporations, spending on data storage products has remained steady. He said this would be a positive for HP, as well as data storage companies EMC Corp. (NYSE:EMC - news), McData Corp. (NasdaqNM:MCDT - news) and Brocade Communications Systems Inc. (NasdaqNM:BRCD - news).