SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : HWP -- Hewlett Packard -- Ignore unavailable to you. Want to Upgrade?


To: ron forgus who wrote (2007)4/24/1998 12:47:00 PM
From: Kirk ©  Read Replies (2) | Respond to of 4722
 
yeah, can you imagine how high it will be just getting a market multiple of 24? When I consider what Dell gets for a multiple and my head spins!

I'll take a few percent off the table at $75 for fun money.

regards
Kirk out



To: ron forgus who wrote (2007)4/24/1998 8:14:00 PM
From: DWW II  Read Replies (2) | Respond to of 4722
 
Frank, This is the beginning of the "BIG" move we have been waiting for.

Message 3855293

Look at DELL and GTW as far as the effects that component prices were concerned. They both had huge earnings after 4th qtr Y97' because they could take advantage of falling component prices sooner as they build to order. This is the Qtr. that the effect will catch up to HWP. In other words, they will show huge margin gains from falling component prices this qtr.

I'm also saying that this will be a XRX move. to $100. My guess. Hang on baby........ DWW II