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Technology Stocks : Hewlett-Packard (HPQ) -- Ignore unavailable to you. Want to Upgrade?

To: Dave B who wrote (172)	5/8/2002 11:02:29 AM
From: Night Writer	Read Replies (1) \| Respond to of 4345

Dave, OTOH HPQ has an advantage when part prices are going up. That happens during economic recoveries. NW

To: Dave B who wrote (172)	5/8/2002 11:04:15 AM
From: Piotr Koziol	Read Replies (1) \| Respond to of 4345

Dave, You seem to be forgetting that component prices have been creeping UP recently... And HPQ will have even more leverage in negotiating supplier price discounts than HWP and CPQ used to have as separate companies... :^) Piotr

To: Dave B who wrote (172)	5/8/2002 11:06:41 AM
From: MeDroogies	Respond to of 4345

They are price sensitive because they purchase small lots of parts on what amounts to consignment (perhaps there's a better term for it). This means when prices are falling, they can engage in price wars and still manage to squeak out a profit. However, as prices rise, they get squeezed. That's called price sensitive. BTW, the "Dell Dude" is already losing steam as a brand icon. It was a great idea and worked tremendously, but like all ad campaigns, you have to manage exposure. I work in advertising (sales side), and I can tell you that response is already beginning to turn from "that's a cool campaign" to "when are they gonna start something new, cause this is stale".