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Strategies & Market Trends : Z Best Place to Talk Stocks

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To: Larry S. who wrote (27414)	12/21/2000 2:35:04 PM
From: E.J. Neitz Jr	Read Replies (1) of 53068

Larry, my thoughts from a longer term point of view: CSCO is still at a high PE and facing increasing competition from Juniper and Sycamore SUNW has about a one year lead over competitors with the Solaris operating system. However, they are very narrowly focused in the server hardware area. HWP, is diversified into more business lines than the other two and probably is more a value stock. On any sharp run-up, HWP will probably lag the other two (price-wise) and could be frustrating to watch. But if you are really talking longer term, I would probably go with HWP. Scale-in to position in any event.

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