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To: JakeStraw who wrote (4759)	9/4/2001 7:49:22 PM
From: Larry S.	Respond to of 5499

deleted- duplicate- eom

To: JakeStraw who wrote (4759)	9/4/2001 7:49:22 PM
From: Larry S.	Respond to of 5499

deleted- triplicate - SI is on drugs. eom

To: JakeStraw who wrote (4759)	9/4/2001 7:49:22 PM
From: Larry S.	Read Replies (1) \| Respond to of 5499

HWP/CPQ = Sperry/Burroughs. in the late 70s, Sperry, the manufacturer of the original Univac computer and Burroughs, a calculator company that was struggling to compete in computers. the resultant company was called Unysis. It has been an absolutely dismal performer: quote.yahoo.com its price today is half that of the newly merged company. it was a total clash of cultures and product lines. i don't think hwp and cpq is much better. hwp has some interesting potentials, but they basically are a company that makes good printers (very competitive) market, makes money by selling ink for their printers, and makes good computers, but has not bee very successful in marketing them. cpq is the same as the last part of the statement. so we have two mediocre box companies combining to have one big mediocre box company with printers. hmmm. they say they want to rival IBM for service - well, so did//does UIS (unysis) - EDS does a much better job of computer servicing. I think the smart money bails on both CPQ and HWP - if you really want to own a box maker, own DELL, they have the best model, and no real competition in the direct sales (sorry GTW). MUEI is dead. and if you really want to own a box maker, buy INTC< they sell the chips to all of them. larry

To: JakeStraw who wrote (4759)	9/6/2001 12:01:18 AM
From: BWAC	Respond to of 5499

Jake check this out: August 15 short interest QQQ 115 Million shares short of 586 Million outstanding. I know a lot of this is hedging related. But wow?!? Whats that around 20%? DIA has 10.6 Million short of 28.7 Million outstanding. Around 35%? SPY 20 Million of 240 Million. BDH 2 Million of 6. (BroadBand HOLDERS) SMH 5 Billion of 12. (Semiconductor HOLDERS) Lots of money hedged for a big fall, or outright betting on a big fall.

To: JakeStraw who wrote (4759)	9/6/2001 12:39:19 AM
From: BWAC	Read Replies (1) \| Respond to of 5499

Nasdaq 100 or QQQ is made up of 100 companies. 10 of which are biotech stocks. 15 of which are retailors or industrial related or cable related. Leaving 75 technology companies. 3 of which are under $1 6 more which are in the $2's and greater than $1 7 more which are under $5 but higher than $3 8 more under $10 higher than $5 16 more under $15 higher than $10 Total 40 Decimated. 40 out of 75. MSFT, INTC, AMAT, NVDA, DELL, ADBE, INTU, PSFT, KLAC, NVLS etc. still standing.