now, that jimbo spent all those post on the obvious, that is cpq was losing market share in the sub 1k...
he'll have to backtrack all that...
since any statisticain would now deduce that if they are still losing market share in the sub k and unit growth is as high as cpq said.
that the ASP has got to be up.....
and they are selling higher priced and less of the sub k....
so, all those post jimbo and meathead made on cpq losing market share really just works against him...
heck, we posted the market share news last week.
So, if sales are so strong like this says and it isn't sub k....
then what are they selling....is there a new catagory called
a $100 pc and it must be those $100 pc's that cpq is selling and so cpq will not be okay...becasue the sub k is down and the above k is down and it's all the 100 dollar pc's that is causing the tremendous growth<ggggggggg>
now watch those two invent some kind of new math to make things work out to just like they want them....
but, then the idc comes out and they are the fools again , just like they were the fools on the laast idc....
In july I started saying that cpq would blow dell away in 3q...
they drummed me off the thread...
then when cpq did...they said..oh..that's obviuos...<ggg>
so, let them blow...
the qtrly reports will keep them honest.
But, know this...one strumble by dell or cpq and the stk falls 50%... |
