Rudedog,
Since you are more familiar with CPQ than most other people on the thread, what do you know about CPQ's monitor business? I posted a question about this earlier but it got lost so since you are back, I'll ask you directly. Copying the text from my earlier posting:
One think I never hear analysts talk about is the amount of revenues CPQ gets from its
monitors; the talk is always about PCs. Yet from time to time I read, both in magazine
articles and in internet new releases, how CPQ dominates the monitor market. For an
example, just the other day, when CPQ announced the two, new, flat panel monitors,
part of the news announcement read:
>As the leader in worldwide monitor market share...
Source: biz.yahoo.com
So, is not CPQ giving itself a nice cushion, an advantage over DELL and GTW, by its
domination in the monitor market? Although PCs might be getting cheaper, monitors are getting a LOT more expensive.
Lynn |
