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Technology Stocks : Jimbo's Playhouse/CPQ -- Ignore unavailable to you. Want to Upgrade?

To: Mao II who wrote (9969)	1/4/2002 9:31:34 AM
From: Mao II	Read Replies (2) \| Respond to of 12662

08:51 ET Telecom Equip : Hearing from sources at Bernstein that analyst Paul Sagawa expects strong stock performance for the telecom equipment sector in 2002 as a cyclical upturn begins in the second half of the year; he believes that "sexy" stocks such as CSCO are overvalued and that MOT and ERICY will still struggle with unwieldly cost structures, but recommends NOK, LU, COMS, PALM, and NT, in order of preference. 09:17 ET Sun Microsystems (SUNW) 13.95: Needham cautious on SUNW, initiates coverage with a HOLD rating; believes that rebound in biz may be less robust than that already factored into stock; singular focus on Unix mkt could be a competitive disadvantage as co's single-source hardware needs from PCs through servers and services; valuation appears unrealistically high given uncertainty in IT mkt. M2