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

To: SofaSpud who wrote (3445)	6/6/2000 7:56:00 PM
From: Tim Rogers	Respond to of 4722

The split being refered to is the split of HP and Agilent not a split in HP shares. Agilent shares still owned by HP were "distributed" to HP shareholders on June 2, 2000 at a rate of 0.3814 Agilent shares per HP share owned as of May 2, 2000. Mathematically HP shares should have opened on Monday June 5 at about $113 with a change of zero. Some services correctly reported the gain on Monday, others like CNBC actually reported it down ~$20 which was incorrect.

To: SofaSpud who wrote (3445)	6/7/2000 10:50:00 AM
From: Jody Ritchie	Read Replies (1) \| Respond to of 4722

From your perspective, how has the split been going? And what's your impression of the Agilent portion of the company? The services are showing it as quite a high multiple, when growth seems to be pretty similar to the old HWP. IMO, the split has been going well. As for the IT perspective...it's been a hell of a lot of work. I can't imagine an IT department being put under more pressure than we have over the past 15 months: Y2K and Company Split. Let's just say things were intense. I believe both management teams are off and running in their own direction and that's great news. I had first hand experience of the two different business slowing each other down. It was silly, something needed to change. As for Agilent, although the company is in the business that the old HWP started in, you must remember that things have changed. Analyzers were important 40 years ago, but the digital age has increased the demand tremendously. This holds true for most businesses that A is in. You can't compare A to "old HWP" simply because the market has changed. Look at Cisco...15 years ago, how many people thought it would have the highest market cap of any company in the world (don't know if it's still true...but they are up there)? All cisco made was networking equipment. Again, the digital age has changed the demand...it's changed everything. As a final statement: I had the chance to work for either company, I chose Agilent because I believe (for no particular reason) that it will be the faster growing of the two. DISCLAIMER: These opinions are my own, not my employers. I'm just an IT peon; I don't have access to high level decisions or financial data.