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To: AK2004 who wrote (144531)10/1/2001 4:44:52 PM
From: GVTucker  Read Replies (2) | Respond to of 186894
 
And back to the world of Intel, CPQ warned for the 3Q, which was modestly surprising. No question, the last 3 weeks of the quarter would be down, but CPQ is now saying that the 3Q will be down 12% sequentially, which would imply that things were continually getting worse even before 11 Sep. The key here is how much of this is the inevitable market share loss for CPQ in the HWP merger aftermath and how much is an overall hardware market issue.