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Technology Stocks : Hewlett-Packard (HPQ)

HPQ 24.96

-0.4%

10:10 AM EST

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To: Charles Tutt who wrote (1674)	8/19/2002 8:17:30 AM
From: Oeconomicus	of 4345

Are you suggesting that they were stronger in the regions of Australia where the economy is stronger while Dell was stronger in the regions where the economy is weak? If your talking about PCs, Australia was the recent market share gain news and your argument doesn't hold water. Or do you think the Aussie economy is that regionalized and HPQ just happened to focus on the strong regions while Dell went after the weak ones? As for the US, other than local loyalties in headquarters cities, I seriously doubt you could find any consistent regional pattern of strong or weak market share changes for HPQ (HWP or CPQ) or DELL. Finally, the recent news of domestic market share strength for HPQ was in servers, not PCs, but I'd make the same "no regional pattern" argument in that market. Which leaves only one question: Are you guys really arguing that 5 is not greater than 2+2? By claiming that the reported share gains are not real, that is essentially your claim. Bob PS: I was one of the biggest naysayers in the debate over the merger on the HWP thread, but now that the deal is done, I am perfectly happy to see evidence that they may be succeeding in making this merger work.

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