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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Ramsey Su who wrote (21975)	7/20/1998 11:54:00 AM
From: w0z	Respond to of 70976

*OT* Ramsey, HWP is very big in ATE (probably #1 in printed circuit board test, system functional test components and #2 in IC test. However, these markets are miniscule compared to HWP's overall business (all of Test and Measurement was less than 10% of total revenue the last time I saw it), so ATE is really irrelevant to HWP's results. However, printers is a HUGE segment of HWP's revenue and earnings, so the market may be extrapolating Lexmark's success to HWP. Given that HWP gets its act together in terms of expense control, its printer business should benefit from the rapid growth of sub $1K PC's.