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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Jill who wrote (15266)	11/13/2000 8:43:38 AM
From: t2	Read Replies (2) \| Respond to of 65232

Jill, Comments on CNBC somewhat positive on HWP. The most important point being that it was not a demand issue. It was more to do with currencies and margins, commissions payouts, the big increase in new employees as they went after the people that were available after the dot.com failures. They also actually beat the revenues estimate. There appears to be positive things that could provide gains for the company in the near term. I am going to buy on weakness today; HWP and Gateway are going to be my choices. I just think HP's printer business is going to be huge this winter. That is where they won't face the kind of competition they get in computers.