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To: edamo who wrote (125822)	5/18/1999 11:24:00 AM
From: Augustus Gloop	Respond to of 176387

I would be thrilled with .18

To: edamo who wrote (125822)	5/18/1999 11:33:00 AM
From: Fangorn	Read Replies (2) \| Respond to of 176387

edamo, re >revenue growth< HWP yesterday had earnings growth of 30+% and revenue growth of 3% and I have yet to hear an analyst or pundit say anything about the lack of revenue growth. Oh well. In Hewlett's case I do wonder how long they can continue to grow earnings without more revenue growth, improving efficiency and controlling costs work when you are inefficient and have poor cost controls but at some point, if you are successful, you become very efficient and good at cost control and have to grow revenue to grow profit. But then I am just a poor farmer who knows nothing about efficiency or cost control. And all that corn in Iowa just grows wild along the road. ggggg

To: edamo who wrote (125822)	5/18/1999 11:46:00 AM
From: Alohal	Read Replies (1) \| Respond to of 176387

ed a. IMO the focus on rev growth is currently the measuring stick for cos. in the computer sector because of the strong downward pressure on ASP's and margins. I agree with you that a company can grow earnings via "profit growth", but not in the kind of environment (real or perceived) that exists currently in this sector. I would be wary, however, of investing in a company with zero revenue growth, wouldn't you? JMO Aloha P.S. Thanks for all you past and continuing contributions to the wealth of information and good humor on this thread. I consider them invaluable, especially for us folks he cheat of the smart guys! <ggg>