HP's best business is printing and imaging and the company diluted that by buying Compaq,
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The worst of the news is behind us and if people think the sector will bounce back, investors will buy stocks ahead of that,Eric Ross
The reason they are doing this is they need to move away from the PC to being a solution provider. The real growth for the next five years is cell phones, and for the next 10 years is probably consumer electronics, and Intel has done a really poor job of penetrating those areas.
Eric Ross
Intel has been struggling to find a way out of PCs for the last six or seven years. I never dreamed they'd drop 'Intel Inside.' Their marketing has been exceptionally successful.
Eric Ross
Does the drop in Intel's stock worry me No. It's an indication that people made money in Intel and are trying to lock in their gains.
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While we are certainly impressed, we believe most of the good news is already in the stock, and are in no rush to chase this name,
Eric Ross
The move in stock is a little overdone. There is an expectation that business will improve due to the lawsuit and that's the sole reason that the stock has gone up, ... But the case will be heard probably in a year and a half at earliest so I'm having trouble believing that this will have a near-term benefit for AMD.
Eric Ross
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Based on Topics: Business & Commerce QuotesBased on Keywords: diluted, hps
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