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To: B.REVERE who wrote (176743)7/1/2002 4:58:49 PM
From: reaper  Read Replies (2) | Respond to of 436258
 
<<Anyone else think sunw,emc or orcl are valued correctly here? >>

I don't think Oracle is so far off, but I'd be a lot more interested (in a first third) at more like $7. EMC and SUNW I don't know too much about, though EMC seems like they may have lost some of their edge (whereas I think ORCL's competitive position is as strong or stronger than ever).

Cheers