Hewlett-Packard (HPQ) Message Board

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Technology Stocks : Hewlett-Packard (HPQ)

HPQ 25.88

-0.1%

Dec 5 9:30 AM EST

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To: PCSS who wrote (1725)	8/27/2002 1:33:51 AM
From: Elroy	Read Replies (2) of 4345

If Carly/Michael have any hidden UPsides in their bag-of-performance HPQ should sky-UP $1-2. What hidden nonsense can they have? 1- For the next few years they will continue to lose market share to Dell and make no money in PCs. 2- They will continue to lose share to IBM and Sun in Unix servers. 3- They will continue to lose share to Dell in low end Intel-based servers. 4- They will be the ones that are commoditizing storage, and although it will likely remain a good business for them, the only affect of their existance in this market will be to ruin it for EMC and IBM 5- Printers will be a good profitable business, but only 30% of revenue instead of the former 55% of revenue. You think management saying we've already fired 5,000 people more than originally planned for this time period is going to change any of those things? Any pop is a great selling opportunity. Elroy

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