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

To: Bill Harmond who wrote (8811)	9/26/2001 9:58:35 AM
From: Tradegod	Read Replies (2) \| Respond to of 57684

Regarding ONIS, I checked their financials and your're right, cash (plus short term inv.) is more than yahoo reports. I don't see where you factored in their 300 million in convertible notes, which I would argue lowers their effective cash position in terms of net worth. Haven't read the terms of convertiblity (sp) but I would imagine they're far away from it. (Hopefully it's not a floorless convertible, or we're screwed)!

To: Bill Harmond who wrote (8811)	9/26/2001 10:52:48 AM
From: Bill Harmond	Respond to of 57684

From Briefing: 10:08 ET Merrill on Enterprise Hardware : Merrill Lynch surveyed 110 US CIOs between late July-early August. Firm says Sun/Hitachi partnership will be a factor as 52% of EMC customers plan to evaluate the Sun/HDS product and 72% expect Sun/Hitachi to take share or at least intensify pricing pressure on EMC. Also, a 2002 PC and laptop refresh appears to be in the offing with 46% of CIO's planning to be "aggressive." IBM may see the most margin from this due to its notebook business. HP/Compaq will benefit even more as a combined company as it achieves roughly 33% of its revenues through PC sales...Software spending, after having dropped from 25% growth in 2000 to 13% in 2001, should modestly accelerate to 15% in 2002.