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


To: Stephen M. DeMoss who wrote (318)10/15/2000 3:22:43 PM
From: Daniel G. DeBusschere  Respond to of 620
 
I was impressed with the presentation slides provided to the analyst's meeting last thursday. Thanks to regulation FD, we now get a shot at some of this stuff. "A" stock has a bright future based on the breath and quality of the product lines most of which are growing at rates that fully justify a premium PE. I am long and plan on getting longer.



To: Stephen M. DeMoss who wrote (318)10/15/2000 6:49:52 PM
From: Chilidawgz  Respond to of 620
 
dunno what to tell you...the IPO price is being approached again (IPO opened at 40). Looks like the chart is saying to buy. Ned said he is comfortatble with "guidance" from last quarter on PBS last week (nice poker face). The worry...the quality of earnings and corrections of last quarters problems. That is the big unknown. At least he hasn't prewarned...yet! Over on the Yahoo BBS some guy got a report from his Morgan Stanley broker indicating earnings would be 54 cents vs 39 cents in 4th quarter (I always think analyst's have ulterior motives). Also the Yahoo boys are excited about the CIT deal adding 100's of millions to cost savings. If the stock approaches 41 or lower, I will take a position. Good luck, I am hestitant given the recent bear slam in tech.