nstitutional investors will not buy them, because they don't
have good products, good earning and good
Best way to make money is to buy right stocks at right
time. Follow those good stocks, which have good
products, good earning and good future ( MSFT, CSCO,
INTC,HWP, MOT, LU, ORCL, SUNW, DELL, IBM, AOL, YHOO ).
Right time is to wait until they drop at least 15% then
buy it. If you bought right stock but wrong time at
peak you will still lose money. If you bought MSFT at
100, INTC 89, HWP 116, AOL 170, you are still losing
money. If you bought them at bottom you will make money.
When MSFT dropped to 82, I bought it. I was not able
to buy it at lowest at 81 5/8, but 82 was good
enough. I sold at 95 in just 2 weeks .
Now HWP is
a big bargain. Price dropped from 116 to 83 in a
short period of time. P/E is only 25. (MSFT P/E = 65 ,
DELL = 70 , CSCO = 116, LU 73) HWP is a good decent
company with good product, good earning and good future.
Temporary problem due to Taiwan earthquake will be over
soon. Good company, low P/E means correction is enough.
HWP is the right stock, right time to buy.
Almost all PCs use Microsoft Window system.
all hospitals in the U.S and Canada and many
hospitals in the world use HWP color Doppler ultrasound
equipment. Next time if you go to hospital, if you pay
attention, you will find all ultrasound machine are made by
1. These state of art machines can
accurately, non-invasively diagnose congenital heart disease
such as atrial septal defect, ventricular septal
defect, mitral, pulmonary or aortic valve stenosis and
regurgitation, endocarditis, heart failure, thoracic or
abdominal aortic aneurysm, cardiomyopathy, pericardial
effusion and so on.
2. These state of art machines can
accurately, non-invasively check fetus in pregnant women,
ectopic pregnancy or placenta problems.
3. These state
of art machines can accurately, non-invasively
diagnose carotid artery stenosis, leg deep venous
Because its cutting edge technology, HWP becomes the only
major company in the U.S. making these equipment. Every
hospital need at least 3 of these machines, one for heart,
one for pregnant women, and one for vascular clot.
Major large medical center need at least 10 of them.
Each machine costs � million. There are several
thousand hospitals in the U.S, not even mention the whole
world. That is a huge fixed revenue for HWP year after
year. So far no other companies in the U.S. are able to
challenge HWP. Most companies went out of the business.
HWP is more than a just computer company like DELL,
CPQ. Current problem due to Taiwan earthquake is
temporary. HWP has already dropped from >114 to 83 within
1 month. As I mentioned above, HWP's fundamentals
should be always strong because Doppler ultrasound
machine can bring them lots of money year after
2 weeks ago, when AOL dropped to 82, I set 79 to
buy. Tuesday, AOL went up to 87. Now it is 113 �. If I
set a market order, I would be able to buy it at 81,
or 82. If AOL further drop a little, it would not be
much, because it already dropped too fast and too
I sold some of my DELL and YHOO yesterday
and bought more HWP because HWP is at its bottom and
has more potential to go up big. Institutional
investors know HWP is a good company, just wait for a
bargain to rush in to buy. Now it has bottomed and
started to go up. They will rush to buy HWP soon.
No sooner had I posted my last message, when I
real-time quotes and found IBM down by
over 3 and HWP following
suit, down by 2. I hope
this is just a brief bout of
profit-taking for HP.
This market is certainly jittery.
Ah, all is well on the HWP board. So far IBM
seems unaffected by
the comment that their server
business is slowing:
>>BB Robertson Stephens
analyst Dan Niles said Thursday that he
weakness in its server business, along with softer
>>software sales. Niles' "long-term attractive" rating was
But this may throw a curve at HP as well, just
depends on if this
is some IBM-specific occurrance. I
don't know the cause.
The board is starting in a proper manner today.
OC I agree. Today may see some profit taking in the
am and up for the day by close. Couple of percent
would be nice way to wrap day.... I see IBM has had
some negative comments on it's server business also.
This may be the gotcha for the day. Hope not...
I don't honestly think it is a good idea to short
HWP now. Wait
until it gets up to the mid-90s.
HWP just turned around and has
some room to run.
Also, you will want to cover prior to the EA,
because I still think that Carly may have been bluffing
Down 6% yesterday. Crying all the way to the
bank. Will short more at the open. Greatest shorting
oportunity of a Dow stock that I have ever seen. Check out
Dell for some real blood over the next few weeks.
Any implied consent or disagreement with prior
your own. I happen to think Lew Platt was a
leader and had a
clearly defined vision for the
direction of HP. He, like Ms.
Fiorinna are saddled with
a difficult problem set. To whit,
a culture that
rewards risk avoidance and values consensus
leadership. Before you label me a VSI malcontent,
keep this in mind. My personal association with HP
to 1971, my families to 1959. I do
believe in HP, both as a
former employee with fond
memories and in a financial sense.
said, HP is in trouble. I would strongly
that anyone seeking to understand the nature of this
up a book by Pat Carroll titled Big
Blues. Chapters 1-12 tell the
story of missed
opportunities, Chapter 16 gives some insight into
might change to involuntary severance. I would hate
see HP make similar mistakes. The "Executive
Committee" gives me
the chills though.
HP is a
fine company with a promising future. The Agilent
off allows T&M to do what they have always done well
by the Computing and Imagery side. HP CAN be the
leader in the E-
commerce business if it chooses to.
But like God said to the
die! I hope the former.
very kind to Nas...I still think he is an
I regret the comment I made about his