Zeev's Turnips Patch-No Politics (ZEEV)

[Alex G]

..HPQ is pretty wide spread across the country and globe. It is as representative as you could get in terms of revenues.<<

So you are saying their report is bullish?

They beat dumbed-down revenues, but then said-
" it doesn't see any meaningful improvement in IT spending or capital spending... is planning for a selling season that is about 1/3 below normal, adds that it is not counting on a strong holiday buying... says pension expense will be materially higher in FY03 versus FY02

also... "it will use its analyst meeting Dec. 3-4 to discuss its outlook, and industry outlook, in more detail".... (good idea, save the bad news for later ;^)

just shorted some DELL at 29.76 and some AMZN at 23.44 in AH's