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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: johnd who wrote (53235)	11/13/2000 11:35:47 AM
From: johnd	Read Replies (1) \| Respond to of 74651

Any interest in PC revenues up 40%, with home PC revenues up 62%, notebooks up 164%, workstations up 11%, and commercial desktops up 8%. Similar results from CPQ. (In both cases, non PCs were a bit weak). These days people are lost with electoral issues I guess.

To: johnd who wrote (53235)	11/13/2000 1:38:29 PM
From: Milan Shah	Read Replies (1) \| Respond to of 74651

"PC revenues were up 40%, with home PC revenues up 62%, notebooks up 164%, workstations up 11%, and commercial desktops up 8%." This was my main reason for getting into HP - they have a unique ability to bundle things like CD-RW and Printers - both of which they have a very high quality inhouse products. If I were offered a HP PC with an HP Inkjet vs a Gateway PC with "free color printer", I think HP makes the more compelling buy. On the server front, they already have a customer base of server/workstations, so even if the technology shifts from RISC etc. back to things like IA64 or 8way machines running NT Datacenter etc., they should be well positioned. So far, my excellent analytical skills have served to slice my capital in half... Milan

To: johnd who wrote (53235)	11/13/2000 1:46:21 PM
From: Dan Spillane	Respond to of 74651

Diving into the HWP numbers, there is a different story told. [From HWP report.] "PC revenues were up 40%, with home PC revenues up 62%, notebooks up 164%, workstations up 11%, and commercial desktops up 8%." You guys are sharp--noticed the same thing I did! I don't understand why more people did not notice those points in the HWP report. Maybe HWP did have execution problems, but not device sales problems! What if commercial desktop sales pick up...this would bring along HWP as well as laggard Dell, who specializes in those. Looks like you can conclude HWP is seeing slow commercial desktop sales--along with Dell. But everything else is exploding! Nice to know HWP explains the Dell problem...removes uncertainty. By the way, there is a big trend in corporations to replace desktops with notebooks--hell notebook sales were up 164 percent! The market got it wrong here by dumping companies like Compaq and Gateway. Looks to me like the problem is HWP planned for mostly desktop PC sales in the product mix. I just read Compaq is quadrupling handheld device production--and they have the top-rated handheld! Now that is good execution.