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Pastimes : The New Qualcomm - write what you like thread. -- Ignore unavailable to you. Want to Upgrade?

To: waverider who wrote (472)	10/2/1999 10:19:00 AM
From: qdog	Respond to of 12254

HD is a good stock to own. I bought in OCt 87 and never regretted that decision, although I don't own as much as I use to, as it financed other purchases over the years. It a stock that I feel comfie with and one that did well after the crash of 87. They actually do well in recessionary times, relatively speaking, as folks opt to do fix ups/add on's instead of buying new homes. They and Lowe's just about have the space locked up, as Builder's Square went out of business. Good luck with MSFT, but it's going to be tough for them to compete with free and OS's that don't crash. I predict that their market share in desktop will be around 65%, down from the peak of 90%, in two years and they will not succeed in the coming wave of appliances. Server is also going to be where they get killed, as alot of administrators have embraced Linux. The KISS principle isn't part of the market plan. I like HP, always have. I think they are suffering from Taiwan short term, but that should resolve itself before long. I'm not sure how the infrastructure has been damaged, but I can only suspect it took a good hit. CPQ is one that I have eyed, as it fits my contrarian nature, I just need to see some evidence of restructuring. Been looking for fuel cell stocks. I know Maurice rants about this in somewhat a silly way, but I think that there is a real future for it. One company that caught my eye is FCL, but I haven't pulled the trigger or done near the research on them that needs to be done, but I really think that the technology will take off in the not too distant future. The nuke accident could spur further acceptance of it. Arabs don't control the fate of prices, the commodity pits do and market demand. As much as everyone would like to think that there is nothing to it, the truth is, Alaska crude production cost is around $12 per barrel. Deep offshore Gulf of Mexico is around $10 per barrel. So the price has to be higher to make it profitable. Arabs didn't force the price down to $11 this time around, unlike 85 which was a cold war manuever, the market did. OPEC didn't cut production by themselves, Mexico and North Sea join in. Right now the Nymex is running the price up, based on false assumptions of tight supplies and some Y2K play. It should make it's way back to the 18-22 trading range, which is about the universally accepted price target amongst producers. Guinness....... with a doggie biscuit.