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To: Captain Kirk who wrote (121537)5/1/1999 8:27:00 PM
From: jim kelley  Respond to of 176387
 
Cap'n Kirk,

How right you are! Actually, the big brokerage houses have been bidding up the enterprise computing companies and their analysts are pushing SUNW, IBM, HP, CPQ , etc. as examples of enterprise plays.

DELL has not yet been included because they do not build high end servers and provide a full offering of services. So DELL gets left out of these considerations currently.

It is noteworthy that these same firms were pushing CPQ no less than a couple of weeks ago. So much for their prescience. Belately, they have greatly lowered their estimates for CPQ earnings and revenue.

Regards,

JK