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

To: genek who wrote (2829)	2/3/1999 9:52:00 AM
From: Charles Tutt	Respond to of 4722

I think there's some chance they'll lose the printer market. I recently went shopping with a neighbor who needed a new printer, and the slickest thing we found was by Lexmark; HP wasn't even in the running. What makes it worse is that they have so many eggs in that basket (printers). But that's JMHO.

To: genek who wrote (2829)	2/3/1999 9:58:00 AM
From: Kirk ©	Respond to of 4722

re reasons for pessimism. Isn't that all well known information and already priced in giving HWP a lower P/E than Dell & Compaq? According to Yahoo, Compaq has a higher market cap and lost money. P/E at Sun is 2x and Dell's is 4x. Only IBM is similarly priced and it well off its highs. I don't see HP as cheap, but not overvalued on a relative basis. My suspicion is it will look good going forward due to easy comparisons which has usually helped its price. Then again, if it gets back in the $80s, it can't afford to miss. Comments? btw, I sold some at $82 recently and still am overweighted and want to reduce more now that I don't work there anymore. Tax man is greedy so I take my time.