Paul O'Neil

The warning issued by the Company is the nail in the coffin. Long-distance calling will cease to exist. Competition in long-distance is brutal and will continue to be so.

At this level, the valuation is more reasonable. Cell phone sector is a very competitive space. Have a phenomenal balance sheet. $3 a share in cash. Look at it as a value play. Buy at $12/13 for a long-term hold.

Has a very storied history. Does not trust management. A very difficult, high risk name.

Gaming sector seems to be doing very well. Outlook is positive.

Speculative stock and he does not speculate. Very volatile. A high priced stock.

Very well-positioned in the hand set market. We'll have a 20% hit on earnings once they expense their options. Based on this, their valuation is not as attractive as Intel's. Would be interested at $1/2 lower.

(Past top pick Mar 19/04. Up 7%.) Still likes. Can't see their market share slowing down. Printers will be a huge business for them.

(Past top pick Mar 19/04. Up 6%.) Still likes. Valuation is very attractive. The weakness of the US dollar works for them, not against them.

(Past top pick Mar 19/04. Up 76%.) Still likes. Earnings estimates have gone up dramatically. Would be expensive at $45.

AOL is still an issue with investor's and until it gets cleared up, the stock will remain stagnant. A great business.

Has been a basket case of a company for a while. Had accounting problems. Up against very strong competition.

Secondary companies are going to have a more difficult time and it is better to move into the major companies.

A great company. Is around and better in every cycle. 2005/2006 will be good to this stock.

Has been an underperforming company for many years. They are now getting more products through the R&D pipeline. Margins are going up. Benefits from a weaker US dollar.

$70 billion in cash but won't give it back to shareholders. Earnings and revenue have been slowing down because of worries of lawsuits. That is now coming to an end. They are starting to rebuy infrastructure.