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Technology Stocks : Hewlett-Packard (HPQ) -- Ignore unavailable to you. Want to Upgrade?

To: Dave B who wrote (69)	5/7/2002 1:47:27 AM
From: Elroy	Read Replies (1) \| Respond to of 4345

After the merger, how will HPQ..... 1. Be better PC maker/marketer/distributor than DELL? 2. Be a better high end UNIX server maker/integrator than SUNW or IBM? 3. Be a better low end PC server maker/distributor/marketer than DELL? 4. Be a better high end storage systems provider/integrator than EMC and IBM? 5. Be a better low end point product storage provider than NTAP and DELL? 6. Be a better full service hardware/service/support provider than IBM? HPQ will still make fine printing and imaging products, but that will become a smaller percentage of revenues. They will continue to be the middle man (losing to IBM, EMC and SUNW in the high end, losing to DELL in the low end, and not as strong as IBM in the full, turnkey system area) which means over the long term they lose. Elroy

To: Dave B who wrote (69)	5/7/2002 9:14:08 AM
From: Jimbo Cobb	Read Replies (2) \| Respond to of 4345

I think you'll see $20 VERY SOON, but it might take a bit more good news to get it significantly higher than that. Jimbo.

To: Dave B who wrote (69)	5/7/2002 10:43:10 AM
From: Night Writer	Read Replies (1) \| Respond to of 4345

Dave, The CPQ projector has been on the market for about two years. Your right about it not being a top money maker. CPQ was #1 in storage last year. CPQ is an enterprise IT business. Almost all of the world's stock exchanges run on CPQ systems including the NYSE. CPQ also beat IBM out of some super computer contracts. The list of major IT client wins was growing before HPQ. There is more to CPQ then PCs. MC pulled CPQ out of a merger mess. This time he gets to start on the ground floor. The prior CPQ merger experience should pay off greatly for HPQ. It is also wrong to think CPQ owners were thrilled about being purchased by an old bureaucratic technology company in LaLa land. <G> I was rooting for Walter, but Walter lost. Now it is time to root for the winners. NW