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To: Lizzie Tudor who wrote (16090)2/12/2003 2:34:48 PM
From: Bill Harmond  Respond to of 57684
 
14:33 ET MSTR MicroStrategy is most insulated from Microsoft at high-end of market (19.26 -1.63)
MSTR is one of several names trading down on speculation Microsoft will enter the BI/Analytics space. Pacific Crest views this as old news. Firm believes that MSTR is the most insulated at the high-end with its ROLAP technology with BOBJ and COGN coming in as the second most insulated.