Steve, Sundar - I'm not agreeing with the guy, I'm just posting the information in the article for the benefit of this thread. No matter what Steve, I or anyone else says, in the short term at least, these guys move the market, not US. If they start wholesale selling of the PC group, then market share, margins, etc. don't mean a hill of beans. I agree with what you guys are saying. However, look at CPQ's stock performance, beginning on the day earnings were announced. That day, the stock went DOWN a couple bucks, and it's been close to a 25% haircut since then.
John
PS - By the way Steve - yes, what's the margin on the 4508 vs the 4824 if you have the info. Thanks
Sundar - I would suspect most of the margin expansion is due to CPQ's large presence in the server market, and Tandem also helps... |
