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Technology Stocks : Veritas (VRTS) -- Ignore unavailable to you. Want to Upgrade?


To: compounder who wrote (491)3/6/2001 8:50:46 AM
From: ColtonGang  Read Replies (1) | Respond to of 742
 
Lehman Brothers Views
MCD - reiterated strong buy - target $42

PX - reiterated strong buy - raise target from $58 to $51

APD - reiterated buy - raise target from $44 to $47

GMST - reiterated strong buy - target $150

STOR - Init. cov with a BUY - target $28

VRTS - reiterated strong buy - target $160



To: compounder who wrote (491)3/26/2001 11:41:46 AM
From: Jdaasoc  Read Replies (1) | Respond to of 742
 
compounder:
Veritas Says First-Quarter Forecast Remains Intact

This is my first post on this thread. I am inquiring about the effect of Windows 2000 rampup will have on Vertias income. The backup applet included in Windows 2000 is much improved, including unattended backups. I believe it replaces the need for Backup Exec in most small office installations since that was the most aggreous problem with NT backup in 4.0. The only reason to buy backup exec for Windows 2000 would be for coordinated backup with multiple servers or email servers will many open files.
Since Vertias wrote both the orginial applet in Windows NT 4.0 and Windows 2000, it seems Microsoft is calling in all the cards, aka Cirtix and their terminal server applet, in Windows 2000. How much does small business tape backup market make up of the total sales.

john