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Technology Stocks : HWP -- Hewlett Packard -- Ignore unavailable to you. Want to Upgrade?

To: DWW II who wrote (1864)2/18/1998 9:51:00 PM
From: Tim Bagwell  Read Replies (1) | Respond to of 4722
 
Meanwhile, the DELLheads are throwing a party.



To: DWW II who wrote (1864)2/20/1998 9:15:00 PM
From: Uncle Frank  Read Replies (1) | Respond to of 4722
 
Good call on the breakout, Dan. It's nice to see hwp at 65. It's been a core holding for me for several years, but I am beginning to get concerned about their future.

HP seems to be abandoning their core competency, being characterized as the "world's best manufacturing company", in favor of outsourcing. I understand they are laying off a very large percentage of their Vancouver printer operation in favor of using turnkeys. This is a major paradigm shift, and IMHO may have a big impact on their product reliability and profit margins. I'd appreciate any comments.

Frank



To: DWW II who wrote (1864)3/5/1998 11:35:00 PM
From: Uncle Frank  Read Replies (1) | Respond to of 4722
 
Dan, We were out of the 61-63 channel for a little while, but intc has put us back in our place. I wonder why inventory reduction is viewed as weakness for the box makers? I don't have much hope of new highs until the next earnings report.

Frank


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