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Old 01-12-2004, 11:23 AM
jjgold jjgold is offline
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Join Date: Jan 2002
Posts: 45,795
Default RE: Tech Reports Monday

Computer Systems & Peripherals
Apple Computer (AAPL) 23.00 -0.36: The Wall Street Journal reported HPQ plans to resell Apple Computer's iPod music player and promote its online music store. H-P also said it will develop its first "digital hub", which is a device that would act as a central server for entertainment devices. According to Apple CEO Steve Jobs, Apple will manufacture a version of the device for H-P that will be blue, rather than the original white design for iPod, and will carry H-P's logo.

Networking
CIBC starts coverage of Storage Networking : CIBC expects '04 and '05 to be decisive years for the storage networking industry. By the end of 2004, firm expects to see a very different market, presenting both opportunity (high-volume growth) and challenges (aggressive pricing and full-bore competition from CSCO. Firm expects to see much faster price declines and higher volume shipments than most forecasts. Believe consensus estimates imply too little loss of market share for MCDT and BRCD. Firm sees MCDT as better positioned than its peer BRCD to weather the next several quarters. As such, starts coverage of MCDT with a Sector Perform and BRCD with a Sector Underperform.

Internet
Commerce One (CMRC) 1.56 +0.32: Before the open, company said it sees Q4 (Dec) revenues of approximately $5.5 mln, Reuters single analyst consensus is $5.3 mln.

RealNetworks (RNWK) 6.12 -0.01: Company and IBM announce that they will collaborate to provide services to content providers who want to launch their own Internet video and audio businesses. Real Networks will provide their media server and player software, IBM will contribute its e-commerce, transaction and database expertise. Deal announced at Consumer Electronics Show in Las Vegas
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