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

To: PCSS who wrote (599)	5/23/2002 12:39:20 AM
From: The Duke of URL©	Read Replies (1) \| Respond to of 4345

rudedog is the Kunte Kintey on this stuff, but it does seem that this article sumarizes the issues as to who will take the turf in the middle ground processors. It could almost be argued that hpq will concede some of the low ground to the Dell Imperial PC Stormtroopers, at least for now, But IF the middleware is not a commodity, then the CPQ (sic!) argument is that you need us because Dell does NOT have an in house support strategy, and that the customer will stub his toe in the areas of multiprocessing and integration, not to mention software, at least for now. My guess is that this is a 50 Billion dollar a year market alone, with ties to storage (up) and desktops (down). d.