Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Meathead who wrote (162291)	10/20/2000 11:08:46 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

meat - I agree. HP's showing was surprising and I suspect it was mostly in the consumer market. Clearly the strong get stronger and the weak get weaker. IBM was profitable per their earnings this week but they did it at a big cost in market share - kind of what CPQ did in slow motion last year. IBM has become almost noise level world wide while the top three vendors have 48% of the worldwide market. Maybe IBM will be "the vendor that drops out"...

To: Meathead who wrote (162291)	10/21/2000 1:18:22 PM
From: mepci	Read Replies (2) \| Respond to of 176387

M: From your numbers, looks like hp and cpq used to have more 4Q increases than 3q. Are they moving more into Dell's markets, more corporate vs more consumer, for this year? In which case their 3q may be great, but their 4q may lag. Can it be that they are moving bookings into 3q, whereas they really belong in the 4q? Raes, the CEO of BRCD said of Ashok Kumar (yesterday on CNBC), Intelectually lazy people jump to easy conclusions. I hope we won't fall into that category.