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Technology Stocks : Hewlett-Packard (HPQ)

HPQ 24.73

-2.2%

Nov 11 3:59 PM EST

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To: PCSS who wrote (1841)	10/3/2002 6:13:26 PM
From: The Duke of URL©	Read Replies (2) of 4345

I am surprised that dell is doing so well, not necessarily grosswise, but incomewise, but there is still hope that hpq is the right way to go, although dell's progress is scary. It is possible to justify dells progress to say that they are eating the lunch of the white box guys and are taking gtw to the cleaners. Now I want you all too take this with a grain of salt. I am somewhat skilled in analyzing businesses. It occurs to me that dell is burying their advertising costs and not reflecting them presently. This is only a feeling, but I am usually right. Just as I am usually right about companies like Enron. I think dell has Bought their new found gross. True they have made very good use of intels advance in processors, but the add budget is awesome. I would guess they are capitalizing some of these expenses to be added to the server business later and over time. I don't know, I don't follow Dell but a review of the last years quarterlies would be helpful, although not necessarily determinative. Just noodlin' now.

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