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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: JDN who wrote (34471)8/17/2000 8:02:24 AM
From: Jean M. Gauthier  Respond to of 64865
 
Me too...

Here is what happened this morning, when people started looking deeper..

==== Cramer's Diary
Hyped Out
8/17/00 7:14 AM ET

We are now neutral on Hewlett-Packard (HWP:NYSE), having sold stock short against our calls on an equal basis. Too much hype. Good story, but not $121-great -- especially after speaking to analysts who found things wrong with UNIX growth.

Long Hewlett-Packard calls; short Hewlett-Packard common (net position: neutral).

===========

Todd Harrison
HWP
8/17/00 7:48 AM ET
HWP BEING DOWNGRADED RIGHT NOW!!!!
LONG HWP CALLS , SHORT COMMON

I guess you guys (and me <LOL>) were on the ball before everybody else <g>

Great work guys.. We could be analysts <g>

Take care
Jean



To: JDN who wrote (34471)8/17/2000 12:16:34 PM
From: Charles Tutt  Respond to of 64865
 
The article I read seemed to imply that Carly stressed cost control. That works, but not repeatedly. Once you've got (nearly) all the excess costs out, there's not much you can do except work on revenues.

Wasn't one of the first things she did to rationalize company cars? What's next -- move to smaller cars?

I think they also sold off some "non-core" lines of business. That's a one time kind of thing, too.

JMHO.


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