SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : All About Sun Microsystems

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: James Lough who wrote (26937)1/29/2000 5:49:00 PM
From: Charles Tutt  Read Replies (1) of 64865
 
Interestingly (to me, at least), Compaq seems to say they see the shift to thin-client computing that Dell denied seeing a few days ago:

dailynews.yahoo.com

"However, consumer PCs, which saw rapid growth in 1999 are likely to decelerate in 2000, Capellas said, growing between 12 and 17 percent."

...

"Rick Schutte, a financial analyst with Goldman Sachs, ... said he found particularly convincing the company's argument that the Internet market was shifting to Compaq's broad mix of powerful transaction-handling computers, Web servers and Internet access devices."

JMHO.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext