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Technology Stocks : Oracle Corporation (ORCL) -- Ignore unavailable to you. Want to Upgrade?

To: MeDroogies who wrote (16933)	5/9/2002 11:00:39 AM
From: Qualified Opinion	Respond to of 19079

ML says VPs looking to leave VRTS... Excerpt from Briefing.Com: 9:40AM Merrill Lynch on storage : Merrill Lynch in a pre-open note reviewed their conversation with a storage consultant from Enterprise Storage Group; consultant was positive on EMC's software capability and is quite bullish on the new Centera offering for reference data, expects SUNW to OEM a midrange system (possibly from LSI), claims that VRTS is in turmoil with a half dozen VPs looking to leave, is concerned that NTAP is a one-trick pony (NAS) with rising low-end competition from MSFT, sees BRCD's SilkWorm 12000 gaining traction, and believes that CSCO will have limited success in the industry until it "speaks storage".