SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: Tony Viola who wrote (107646)8/16/2000 4:52:45 PM
From: Road Walker  Read Replies (1) | Respond to of 186894
 
Tony,

How do you read the following (in bold), seems inconsistant with their other statements (is this Intel based systems?):

``Our UNIX server business grew 13 percent in revenue year over year against a very tough compare, with order growth of 23 percent in dollars and 43 percent in units. Revenue growth outpaced our competitors' at 117 percent in the low end; we're lengthening our lead in the midrange, as confirmed by IDC; and we're expecting a highly successful launch of the high-end SuperDome product in mid-September. Our systems are the most richly configured in the industry, leading to higher profitability. Our confidence is growing, based on robust order growth and a strong pipeline.

Really don't feel like like listening to another CC.
John
John



To: Tony Viola who wrote (107646)8/16/2000 6:55:27 PM
From: Craig M. Newmark  Read Replies (1) | Respond to of 186894
 
Re: ". . . 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. ;-)"

I believe that revenue figure does not adjust for the spinoff last quarter of Agilent. And yes, Carly *is* a charmer. :-)

Craig