Hewlett-Packard (HPQ) Message Board

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Technology Stocks : Hewlett-Packard (HPQ)

HPQ 22.89

-1.1%

3:50 PM EST

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To: PCSS who wrote (434)	5/17/2002 9:18:57 AM
From: Elwood P. Dowd	Read Replies (1) of 4345

Bear Stearns sees potential PC price war by: iamlonghpq (48/M/boston, MA) 05/17/02 09:11 am Msg: 133915 of 133915 08:34 ET Bear Stearns sees potential PC price war : In Bear Stearns' Ripple Effect, analyst Andy Neff says that there is an increasing probability of a PC price war this spring/summer due to: seasonally soft demand, increasing component availability of DRAM and Pentium 4s, high consumer inventory at HPQ, and an increasing focus on market share over profitability as indicated by recent HPQ comments. Presents short-term margin risk to DELL, but plays to its strength; offers more challenges to GTW; says PCs not critical to HPQ results.

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