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Technology Stocks : HWP -- Hewlett Packard -- Ignore unavailable to you. Want to Upgrade?

To: biznotech who wrote (3388)	2/25/2000 12:10:00 PM
From: Fred Levine	Read Replies (3) \| Respond to of 4722

biz-- My info is quite different from yours. I've invested in both HWP and EMC, and when HP dissolved ties with EMC, after initial concern, there was jubilation from EMC that the profit margins for EMC will increase, and that they will take all the business from HP. In fact, EMC came out ahead and HP, your press release notwithstanding, has floundered in storage. If I remember correctly, this was admitted in an annual report. I think HWP is a raging buy, but not because of its storage. Look at Agilent and how much money that alone will generate. I also see digital cameras as having enormous potential. I would not bet against EMC in storage, and think HP blundered in doing so. fred