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Technology Stocks : Agilent Technologies (A) -- Ignore unavailable to you. Want to Upgrade?

To: noiserider who wrote (111)	12/28/1999 5:31:00 PM
From: Don S.Boller	Read Replies (1) \| Respond to of 620

Certainly welcome a "contrary" opinion...don't want to argue with your points - they all have SOME merit. Would only point out that you are shorting on perceived funda- mentals of overpricing by the market...IMHO - a very dangerous thing to do in a momentum driven market. Apparently, you also do not give A any chance of selling off low margin divisions and expanding into "hotter" areas. You might find that studying LU after being spun off from T...is instructive. BWDIK (as an aside...became NYSE broker in 1961) Best, Don

To: noiserider who wrote (111)	12/28/1999 6:06:00 PM
From: w0z	Read Replies (2) \| Respond to of 620

I agree with you for many of the same reasons. I worked for A for 27 years...it is a great company but IMHO is not worth the price the market is paying today. As an HWP shareholder, I will receive XX,XXX shares in A next summer. I already tried to short some but they were not available to short through my broker. Did you have any trouble finding shares to short and who is your broker?

To: noiserider who wrote (111)	12/28/1999 6:40:00 PM
From: George Dawson	Read Replies (2) \| Respond to of 620

noiserider, I agree with you on point #2 and in fact posted this concern early on this thread. Message 11914336 Point #1 is a given, but it has been for about three years now. On the speculative side, medical and chemical instruments are on the verge of a whole new era of nanotechnology. It also turns out that HP has sent their storage area network biz including FC chips and HBAs to Agilent. This was somewhat of a surprise and this biz is predicted to be large. My personal bias is not to short stocks, and like other posters here I have owned HP for a long time and will get A shares next year. I did not buy A at IPO prices for some of the concerns you site. George D.

To: noiserider who wrote (111)	12/28/1999 7:04:00 PM
From: Boddington	Read Replies (1) \| Respond to of 620

Noiserider, I'll respond to a few of those just for fun. >>>Why would a low growth, mature business company gain 15% in one day? Why not? Negative growth POS often gain 15% in a minute. Mine is not to reason why, but rather to reap the rewards. God bless America! >>>This, to me, is a great time to short and I did at an average price of $61. Very brave. Increasing volume, awareness, and a 45-degree angle on the chart. Might be a pullback, might be a slaughter. Why risk it when the trend is not on your side? It'd be a short if falling under $60. >>>>1. tech market is overpriced already with the NASDAQ up 80% this year. Not near overpriced. That's what all the Bears said at NASDAQ 3K. I said the opposite, fwiw. We're just getting started. >>>>2. initial IPO holder will be flipping their shares soon Those who were flippers already did so no later than end of qp. (see dip at that time). The new buying more than made up for it (see last few days). The lock-ups aren't due for some time yet. No worries. >>>3. investors will take their gains early in the new tax year Why? Some will, but most see a stock like this as long-term, IMO. >>>4. two of the segments - Medical and Chemical Instruments -are in no growth markets Great adverts during NFL games! >>>5. the other two segments - T&M and Components - do supply some high growth segments such as fiber optic transceivers and semiconductor test, but are small relative to the mature side of these segments Great adverts in magazines! >>>6. the earnings growth due to the asia pacific economic recovery has already been priced in. Stupendous ticker = "A" ! >>>IMHO this is a nice $50 stock in early 2000. And I may be wrong. As always, I welcome constructive comment. Don't know if my comments were "constructive". Ah well, the trend is my friend.