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

To: Charles Tutt who wrote (47631)	3/5/2002 1:30:14 PM
From: alydar	Read Replies (1) \| Respond to of 64865

to thread, the iss report ix coming out this afternoon regarding the hwp/cpq merger. if they say it is bad the merger is all but over. if they say the merger is good, then the fight goes on. what is the threads opinion on the cpq/hwp merger? personally, i think a merged cpq/hwp would cause confusion in the marketplace and might be beneficial to sunw/ibm. on the other hand, a separate hwp and cpq does not have the breadth of product to compete with sunw and ibm. i need some clarification. rocky.

To: Charles Tutt who wrote (47631)	3/5/2002 2:01:54 PM
From: techtonicbull	Read Replies (1) \| Respond to of 64865

The analysts actually have a function. In these days of Full disclosure rules, information is harder to come by. So if there is an alternative or secondary source of measurement i.e. channel contacts, and if there is a way to estimated earnings visibility and prognostication, they at least lend a guess. Analysts don't drive markets on purpose, they react to realities of the company they profile to the best of their ability. I believe most analysts who work for ML are honest. Remember there ia a degree of "art" to what they do. I think they are an essential help to ML over all.