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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (13703)8/29/2002 3:41:29 PM
From: Lizzie Tudor  Read Replies (2) of 57684
 
firm continues to believe the risk/reward on HPQ, GTW, and AAPL is favorable at current levels.

But not Dell? And why is HPQ in there. I don't get HPQ, its like the worst of all worlds- the worst PCs, the printer biz going away and I'd rather have a sun server (I know thats not a popular pov- not that I'm overly bullish on sun either).

Aapl seems like the best back to school play, now there's a cheap stock.
L
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