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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Dealer who wrote (40029)	8/8/2001 9:59:59 AM
From: stockman_scott	Respond to of 65232

09:10 ET Sun Microsystems (SUNW) 17.08: Sun and Hitachi announce a long-rumored global alliance under which Sun will be a distributor for high-end Hitachi Data Systems products, Sun and Hitachi will cross-license and distribute each others' storage software, both will collaborate on storage software. This alliance is expected to compete with EMC (EMC 19.58).

To: Dealer who wrote (40029)	8/8/2001 2:02:20 PM
From: stockman_scott	Read Replies (1) \| Respond to of 65232

Briefing.com....12:43PM Exodus Comms (EXDS) 2.62 +0.56 (+27.2%): -- Update -- SG Cowen comments on precipitous advance in stock over the past week... with respect to rumor of funding talks with Microsoft, firm thinks it is not out of the question but not likely... Cable and Wireless previously approached EXDS at a much higher price, then decided to purchase much smaller ISLD; firm wouldn't be surprised if C&W was still looking to make an acquisition, and C&W remains the most likely buyer... also thinks IBM could be a potential acquirer... SG Cowen rates stock a Neutral