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To: rudedog who wrote (161071)	9/26/2000 7:35:00 AM
From: Sig	Read Replies (1) \| Respond to of 176387

Well boy oh boy, these people will say just aaaaaaaaanything to avoid the real truth as presented by Kumar. biz.yahoo.com CPQ: <<<TAIPEI, Sept 26 (Reuters) - The head of Compaq Computer Corp's consumer business said on Tuesday he saw no signs of declining sales in home computers despite analyst forecasts that PC shipments will slip in 2000 and 2001.>>> biz.yahoo.com HWP: <<< Chief financial officer Robert Wayman highlighted its strong cash flow, saying HP is confident it will meet its 15% earnings growth target. The company also remains comfortable with analysts'expectations of earnings at $1.03 a share in the quarter ending October 31.>>>> Sig

To: rudedog who wrote (161071)	9/26/2000 10:19:45 AM
From: John Koligman	Respond to of 176387

Good Morning Rudedog - In my mind, I guess it would depend on how long one buys and holds. In watching the market since the early 70's I see very few techs that you could buy and forget about for 15 years. I suppose if one stays sensitive to paradigm shifts in computing that one would sell winners that have run and 'hit the wall'. To me, an especially good example of the cyclicality here is the semi sector. If you buy and hold that sector, you tend to see huge gains evaporate during the cycle. Stocks like AMAT and LSI collapsed in 1996, soared in 1997-2000, and are starting to deflate again (LSI went from 90 to 30 so far this year). Best regards, John