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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: Charles Tutt who wrote (45878)	10/11/2001 8:35:19 AM
From: Just_Observing	Respond to of 64865

Merrill on SUNW Oct. 11, '01 Based on residual income, our preferred methodology, all of the stocks in our coverage have upside potential, but the rewards greatly differ. We ranked our coverage in order of estimated upside: Brocade (BRCD, D-1-1-9, $18.79), Inrange (INRG, D-2-2-9, $5.85), McData (MCDT, D-2-1-9, $12.80), Unisys (UIS, C- 3-2-9, $8.20), Sun (SUNW, C-2-2-9, $9.07), NCR (NCR, C-2-1-9, $31.27), EMC (EMC, C-3-1-9, $12.75), HP (HWP, B-3-2-7, $17.04), IBM (IBM, B-3-1-7, $97.14), and Network Appliance (NTAP, D-3-2-9, $9.41). Upside seems to fall in three buckets. The storage networking names are all above 100%, but are also the most expensive and have the highest implied growth rates. NCR, Sun, and Unisys all offer nearly 50% or greater. EMC, HP, IBM, and Network Appliance have a range from 27% to 10%. RESEARCH COMMENT: 30228403 OCT 11, 2001 Kraemer