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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?


To: IQBAL LATIF who wrote (42581)5/15/2002 4:24:47 AM
From: Steve Lee  Read Replies (2) | Respond to of 50167
 
"Rekas doesn’t buy the current argument that Hewlett-Packard (HPQ, news, msgs) is eating Sun’s lunch in the high-end server business, and he doesn’t think low-end servers running Intel (INTC, news, msgs) chips and Microsoft (MSFT, news, msgs) software pose a serious threat on the low end either"

"doesn't buy the current argument" and "doesn't think" do not make for a compelling argument! When analysts/commentators resort to this rather than datapoints, I get suspicious.