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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Mark Fowler who wrote (8339)	8/14/2001 11:51:38 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

byteandswitch.com

To: Mark Fowler who wrote (8339)	8/15/2001 1:17:54 AM
From: Bill Harmond	Respond to of 57684

Tom! How could you let this happen?! zdnet.com Company Background salesforce.com

To: Mark Fowler who wrote (8339)	8/15/2001 1:35:51 AM
From: Bill Harmond	Read Replies (2) \| Respond to of 57684

Openwave (OPWV) 18.45 -2.43: Merrill Lynch assumes coverage with a near-term NEUTRAL, long-term BUY... Over the short-term, firm expects more disappointments and delays... However, believes OPWV could emerge as the 800-pound gorilla of the wireless data market... Firm's discounted cash flow model points to a value of $39... Meanwhile, sources at Robertson Stephens telling us that firm sees the quarter at risk. While concerned about this quarter's numbers, firm remains bullish on OPWV's long-term prospects. Puts downside risk in the stock to the $15 area, and upside at $35-$36.