Agilent Technologies (A) Message Board

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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: robert b furman who wrote (540)	12/12/2004 5:10:24 PM
From: richardred	Read Replies (1) of 620

RE:A POP in A Hi Bob: If and when big money wants in here. I have no doubt we will see a pop here. I think the analysts will be appeased tomorrow, and estimate forward business conditions with their guidance. As you mentioned A is diversified, and a plus when a sector is slow. We also have some major consolidation going on in wireless. MOT took a hit because of this. As you know, I follow FEI. A bright spot for them was their satellite business for wireless and others. That business was, and still is, gaining momentum. This, because there useful life is over, and they have to be replaced. I still think small and big weaker telcoms will be fickle in spending that can be deferred. I see necessary spending moving forward before and upon consolidation and integration. Preferred dependable suppliers will have an edge. It seems that the once over capacity in the industry is now winding down. Once consolidation is complete. I would think better pricing and profitability through efficiency would open the door for increased spending on competitive edge improvements. In other words thing look great for A down the road.

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