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

To: bob zagorin who wrote (254)	7/20/2000 6:21:56 PM
From: pass pass	Read Replies (1) \| Respond to of 620

DMIC dropped due to component shortage also. So I guess fundamentally A's product is still in heavy demand, always good headache to have. However,the component makers are not enjoying any rally, just check ANAD, RFMD, SAWS. Am I missing something? Let's hope A isn't another LU.

To: bob zagorin who wrote (254)	7/21/2000 12:08:05 AM
From: eDollar.com	Read Replies (1) \| Respond to of 620

No wonder Agilent was dragging the earnings when it operated under HWP. HWP is smart to get rid of Agilent. This is classic case where Agilent cannot compete with the likes of JDSU/KLAC/TER in optics and test and measurements. Much like LU is loosing to CSCO. How come other people and not hurt by components. Yet another version of the story that HP used to pull off. I guess too much fat here like LU. this is very pricey at even 50, given earnings are going to be 50% lower. 30 is a fair price for this.