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To: Road Walker who wrote (107645)8/16/2000 4:37:22 PM
From: Tony Viola  Read Replies (2) | Respond to of 186894
 
John, >Curious to hear details on servers, PC's.

Looks like a tale of two cities. Excuses on the server side (there's that component shortage excuse again), outstanding in PCs. WRT components, I don't recall Compaq using that excuse, and they had terrific growth in servers and turned profitable again in PCs.

UNIX server revenue growth, driven by excellent performance in the L-Class, was up 13 percent against a tough comparison with the year-ago quarter. PC servers were up only slightly in revenue as a result of product transitions and component shortages. On an aggregated UNIX, NT® and Linux basis, HP is the overall server market leader, with almost 20 percent share of total revenues.(3)

``We're the fastest-growing PC vendor worldwide, with home PCs and notebooks turning in another exceptional quarter. Our home PC business grew 62 percent in revenue, despite a relatively flat U.S. retail market. In notebooks, which grew 93 percent in revenue, we have a flourishing retail program and a strategic foothold in the enterprise market.


biz.yahoo.com

Edit, shows you what I know, up about 8 after hours. Point, though, if you look at SI's financial page for HP, and today's results, they had sequentially down quarters in revs. How does that and up 8 work? Carly is a charmer all right. ;-)