Deutsche Bank analyst Chris Whitmore noted that enterprise visibility is poor at best, with IT budgets being managed closely.

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In a note to investors, Deutsche Bank analyst Chris Whitmore bet Apple will announce support for both Microsoft Exchange and Lotus Notes corporate communications systems for the iPhone.

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Using some more sophisticated valuation measures Deutsche Bank analyst Chris Whitmore suggests the price being paid is even lower than the current valuation of HP, which seems to have larger problems than Dell at the moment.

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