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Technology Stocks : All About Sun Microsystems
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To: JC Jaros who wrote (41083)2/8/2001 7:40:15 PM
From: rudedog  Read Replies (1) of 64865
 
yea, right. As a CPQ shareholder I watched the webcast of their analyst conference where Capellas said exactly the opposite. Servers and other enterprise stuff makes up 51% of CPQ's revenue and is expected to be 60% next year. Handhelds are growing fast but will represent only 2% of revenue in 2001. Also, margins on the enterprise stuff are about 5 points better than on handhelds. In other words, that reporter had his or her head completely up his or her ass and was probably stoned on top of it, otherwise they could not possibly have made such a hash of the data.
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