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Technology Stocks : Agilent Technologies (A)
A 144.72-1.1%Nov 3 3:59 PM EST
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To: richardred who wrote (539)12/12/2004 11:03:36 AM
From: robert b furman  Read Replies (2) of 620
 
Hi Rich,

Yup last earnings announcement A played down expectations.

This is in line with most semi's / capital equipment makers.

I think we'll see individual stocks/stories of market share gains do much better than the average sectors stock.

A ,which is a recent IPO (only several years old - but much older by experience) should be one of the early success stories.

I was allocated some A when they originally were an IPO.

A is the only IPO I've ever wanted/bought.

I can't believe an investor can buy (what I viewed as the best of HP) 5-7 bucks below the original IPO.

This is a good story and I believe accumulators of this stock will be handsomely rewarded in the long term buy and hold strategy.

With regards to Monday's "Analyst Day" - these are optional and planned.Most often an analyst presentaion is more a warm and fuzzy "FEEL GOOD" presentation.

Quarterly earnings are often conservative and guide downward - to prevent the possibility of missing.

Analyst Day will have a more positive tone.

I think the downward guidance was a gift - which enabled an initial position and excellent value.

There is no doubt some overhead resisitance @ 25.90 and 29.68.

stockcharts.com[w,a]waoanyay[df][pb33!b50!f][vc60][iLh14,3!La8,21,5]&pref=G

Hoping for a +DI crossover soon on the weekly:

stockcharts.com[w,a]waoanyay[df][pb33!b50!f][vc60][iLk14!Ll14]&pref=G

Daily is achieved:

stockcharts.com[w,a]daoanyay[df][pb33!b50!f][vc60][iLk14!Ll14]&pref=G

Short term I'm hoping for a quick pop over 25.00 - maybe tomorrow.

A has diversity and it looks like the communications sector is doing very well.

I've been surprised that telecom has come back so well and so soon.

If you asked me 2 years ago if telecom would recover before semi equipment - I'd have said NO WAY Telco is dead.GG

Shows how wrong a man can be.

Now with Telecom doing so well - it teases me to think that communication is what really got the .com boom going.Telecom on top of the internet PC cycle is what fueled the 98 - 00 cycle top.

To see this sector doing better will ultimately be linked to the upgrading of the SCE sector.

A, with its diversity,may well be a leader.

Just some wishful thinking on the day before.

Thanks for the good post and analyst coverage.

This thread needs some more contributions on what I believe is an exciting and undercovered story.

Bob
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