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

To: Lizzie Tudor who wrote (10816)	3/11/2002 3:29:33 PM
From: fedhead	Read Replies (1) \| Respond to of 57684

Very bullish. Today's lows would have been a good entry point. Missed it and am waiting for a pullback. Anindo

To: Lizzie Tudor who wrote (10816)	3/11/2002 4:24:01 PM
From: stockman_scott	Read Replies (1) \| Respond to of 57684

Merrill Lynch on Enterprise Hardware : According to IDC, server market declined 19% to $50 bln in Y01. Unix servers slightly lost share while NT and Linux servers gained. Servers has become an oligopoly with the big four owning 72% share. IBM (105.27 +0.18) picked up 5 points of share to 28% while SUNW (10.02 +0.02) lost 3 points and HWP (20.99 +0.40) was flat. According to Merrill Lynch, IBM's improved product line and old economy customer base are positives. IDC calculated that IBM gained 6 points of Unix share in Q4 while SUNW gave up 2 points, but Dataquest showed SUNW gaining share - firm thinks the truth appears to be between the two ests. Main take-away is that IBM has moved past HWP as SUNW's primary Unix rival.