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To: Yaacov who wrote (17924)2/27/1998 7:58:00 PM
From: Frank Ellis Morris  Read Replies (1) | Respond to of 27012
 
Good Evening Yaacov,

I did not receive your e-mail. Can you send it again?

Thanks

Kind Regards
Frank



To: Yaacov who wrote (17924)2/28/1998 12:32:00 PM
From: Sonki  Read Replies (1) | Respond to of 27012
 
hwp: i m not too impressed w. HWP but it can reach $100 by Dec. 99.
i think MER is bit too conservative. HWP has consistently failed
earning game for las 6-7 qurters. But things may change soon.

MOT: i don't like the management but i do like the fact they are diversified in many buisness.. but they are NOT good at one thing.
MOT is full of politics and people are busy building their kingdowns
within the comany.

IBM: can't figure out. too many positves and too many negatives.

Sunw target price $60-65 from many sources. Sunw is NOT just a workstation company, it is sw, servers and networking company.
Management is great but nothing compared to DELL, msft and intel.
but I would not buy Dell at pe above 50.

oh. almost forgot to answer:
SunnyVale, Calif. Though Calif is not living up to its sunny name
lately.