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To: Lizzie Tudor who wrote (11774)	5/28/2002 11:06:21 AM
From: Bill Harmond	Read Replies (2) \| Respond to of 57684

09:09 ET VRTS Veritas Software: price target cut by Soundview (23.55) We are hearing from sources that Soundview cut their licence rev forecast and price target for VRTS, saying checks indicate that backup/recovery demand appears to be slowing vs the March qtr and there is some evidence that users are working to extract bigger price concessions. Q2 est had assumed a modest QoQ license rev drop of about 4%, but given the most recent inputs firm believes a decline of 18% is in order. Cuts price target to $34 from $41.

To: Lizzie Tudor who wrote (11774)	5/28/2002 12:14:24 PM
From: stockman_scott	Respond to of 57684

Tech firms vie for billions in homeland security deals MANY DEVICES RAISE PRIVACY CONCERNS By Robert S. Boyd Knight Ridder / The Mercury News Posted on Tue, May. 28, 2002 bayarea.com

To: Lizzie Tudor who wrote (11774)	5/28/2002 6:25:25 PM
From: stockman_scott	Respond to of 57684

DELL: Pulled in a New Direction By Daniel Fisher Forbes 06.10.02 forbes.com <<...Dell's expanded target list now encompasses the entire $1 trillion information technology market-desktop PCs, servers, storage devices, switches, even mainframelike systems. Michael Dell wants to thrust his company into every corner of what is known as "enterprise computing," techspeak for all the stuff you need to assemble and run computer networks. If he could do that, he would double revenues to $60 billion in the next four to five years. There's a problem with this goal: It will force Dell to change from being an assembler of boxes working on thin margins to an assembler of engineering talent working on fat margins. When it comes to more sophisticated technology like storage networks and server arrays, the company will have to spend billions hiring service and support personnel. It may even have to buy its talent en masse from the outside--something it has never done before...>> ***the article is 4 pgs long -- click on the 'next' button in the lower right-hand corner of each page.