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To: Michael Burry who wrote (3534)3/19/1998 5:50:00 PM
From: Jyoti sharma  Read Replies (1) | Respond to of 78516
 
Mike,

HWP is an excellent idea for long term. This company will keep growing at least 15% a year. They practically own the telecom test equipment market. The main area of their weakness is Computers. They have some very tough competitors. Overall this is probably one of the best low risk large cap technology stocks.

Best wishes,

Jyoti



To: Michael Burry who wrote (3534)3/19/1998 7:01:00 PM
From: jeffbas  Respond to of 78516
 
I am not too familiar with HWP or MOT, but would be interested in your opinion of relative merits, since MOT is same as price years ago.