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To: Larry S. who wrote (27414)	12/21/2000 1:54:08 PM
From: Ron McKinnon	Respond to of 53068

sunw 26-27 csco 37-38 hwp pass only if a multi year hold no more than 1/2 position to start imo

To: Larry S. who wrote (27414)	12/21/2000 2:07:50 PM
From: Paul Moerman	Read Replies (1) \| Respond to of 53068

Larry and thread, I stuck my toe back in the water on SNDK this morning at 30 13/16, hoping at least for a DCB. If I can scrape up enough margin, I'll add legs (if offered) at 27 and 23. Still have my SSTI as well, at an average paper loss of 40% - bad, but not as bad as my VSH or especially NEON. Have also been nibbling at MSFT and QLGC, and daytrading IDTI.

To: Larry S. who wrote (27414)	12/21/2000 2:25:01 PM
From: Kelvin Taylor	Read Replies (1) \| Respond to of 53068

HWP is good for the long run, problem is weak pc exposure. Agilent (A) better "bet" imo is A. Est. have been raised in the past couple to three months. Makes scientific instrumentation such as GCs and Mass Specs which are in high demand. In the lab I used to worked in we had 7 HPs and 1 other brand. A is on the cutting edge of detection techonolgy. Plus the instrument supply business(spare parts) is quite good. Sustainal mark ups in the price of these items gives A a wide gross profit margin. One gold plated o-ring for a selective detector runs ~$40. costs bout $0.05 to make. Est were raised from $0.41 to $0.46 for the current qrt ending Jan. 01 Has been trading ABOVE the 50 day moving average since mid Nov and has outperformed the NAZ by a very wide margin over the past 3 months. finance.yahoo.com At current est. the forward PE ~ 25.

To: Larry S. who wrote (27414)	12/21/2000 2:35:04 PM
From: E.J. Neitz Jr	Read Replies (1) \| Respond to of 53068

Larry, my thoughts from a longer term point of view: CSCO is still at a high PE and facing increasing competition from Juniper and Sycamore SUNW has about a one year lead over competitors with the Solaris operating system. However, they are very narrowly focused in the server hardware area. HWP, is diversified into more business lines than the other two and probably is more a value stock. On any sharp run-up, HWP will probably lag the other two (price-wise) and could be frustrating to watch. But if you are really talking longer term, I would probably go with HWP. Scale-in to position in any event.