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

To: mp who wrote (1974)	4/7/1998 1:16:00 PM
From: Kirk ©	Respond to of 4722

HP truly seems to be the Rodney Dangerfield of Tech Stocks. I'll say. Get a nice plug on Wal$treetWeek and the stock falls while the other plug, IBM, goes up. OTH, this is a good story: A NET LOSS. In a front-page Wall Street Journal article April 3 ("Network Computers Fall Short in Contest Against Cheap PCs"), the writers open with a story about Federal Express Corp. In fall 1996, the package-delivery company was planning to replace "up to 70,000 aging terminals linked to its mainframe computers" with stripped-down, no-frills network computers (NCs) from Sun Microsystems. But last month, the article says, "FedEx passed over Sun and selected Hewlett-Packard and Wyse Technology Inc. to replace up to 30,000 of those terminals with conventional PCs, which have plunged in price, and with a new breed of desktop devices called Windows- based terminals, which are thinner and cheaper than NCs." "Conventional PCs and Windows-based terminals are crushing the NC," the writers conclude, "along with the threat to the hegemony of Microsoft and Intel in PCs." Despite the FedEx example and the tone of the article, Scott McNealy, Sun Microsystems CEO, ends the piece with a typically pugnacious quote. "Go ahead and write that the network computer is dead," he said. "If I can scare everybody else away, we'll own the market."

To: mp who wrote (1974)	4/7/1998 1:48:00 PM
From: Charles Tutt	Read Replies (1) \| Respond to of 4722

No, IMHO SUNW has that honor.

To: mp who wrote (1974)	4/9/1998 11:39:00 AM
From: mp	Read Replies (2) \| Respond to of 4722

Is this dog EVER going to hunt? Well, seriously after TWO years of no price movement (that is right, check out the two year chart - HP was at about 58 in 3/96), I find it extremely frustrating. I guess man CAN live on hope alone, but some opinions about dates and prices for the remainder of the year will be of help. I am not interested in vague statements like "this is a stock to buy and hold". I know nobody has an accurate crystal ball, but it is good to hear some specific views out there, if any. Thanks in advance.