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

To: Elwood P. Dowd who wrote (1432)	7/22/2002 12:39:56 AM
From: Night Writer	Read Replies (1) \| Respond to of 4345

El, Sometime back it was determined that Dell is more of a catalog house then an e commerce company. You get the catalog and then call and place the order. NW

To: Elwood P. Dowd who wrote (1432)	7/22/2002 8:20:03 AM
From: PCSS	Read Replies (2) \| Respond to of 4345

Abby Joseph Cohen G-S Alert this am: Investor risk aversion is now intense, leading to a careful review of assets and liabilities in the equity market outlook. Assets include the strong underlying structure of the US economy; substantial recovery from capital spending and inventory excesses; mild inflation; and sound Fed policy. Liabilities include questions on corporate accounting (already cleaner); wealth effect impact on consumers and corporations (already factored into our economic forecast); weaker dollar (boosts economic growth but raises questions about global flows); momentum strategies (pendulum swings too far in both directions; and unintended consequences of new legislation. We think equities are priced too cheaply.