Very interesting Charles, as with SUN growing 40%, and UPPING it's guidance to 42-45% for next quarter, you cannot help but compare HP's performance to it
12-13% Unix Servers & 10% (!!!) Storage ? Huh ?
That's ridiculously low, in this infrastructure boom.
Sun we know, but I cannot remember EMC, but I know it was better than 10% !
I am happy to hold SUN & EMC vs HP, IBM , Dell & others. It still seems that sun & emc are cleaning up, with the rst of the gang, brave talk aside, bringing up the rear...
The Forbes.com senior editor was on our financial news channel, and she stated these points, and essntially said about HP, several times..
"Surprising actually, we would like to know what went wrong in those areas(unix servers & storage), & it seems printers(!) saved their bacon this quarter with 15% growth"
People buying HP at the open tomorrow, might see a selloff later in the day, as analysts digest these (relativel) disappointing results..
Take care
Jean |
