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To: Boplicity who wrote (11658)	11/4/2003 9:21:47 AM
From: Boplicity	Read Replies (1) \| Respond to of 13815

I wonder how much logic there is in buying the weaker company as it recovers as apposed to holding the strong company. <<"Although we continue to believe HP faces long-term challenges in competing against IBM (IBM, Trade) and Dell (DELL, Trade), we have become less concerned over certain fundamental risks in the story." The broker said it was anticipating a steady economic improvement in 2004 "bodes well for IT spending, and these improvements should counter some of HP's competitive pressures." Shares were around $23 in Frankfurt, up around 30 cents. >> DELL vs. HPQ Greg