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

To: Dave B who wrote (1671)	8/19/2002 1:38:57 AM
From: Charles Tutt	Read Replies (1) \| Respond to of 4345

I think a clue might be which geographies they're strong in relative to Dell, and how that relates to general economic strength in those areas. JMHO. Charles Tutt (SM)

To: Dave B who wrote (1671)	8/19/2002 9:53:30 AM
From: Kirk ©	Respond to of 4345

HWP and CPQ pretty much had the same business model re: PCs before the acquisition and were losing share. What do you think has changed in the way they're doing business now that would suddenly make them gain share? #1 Better prices since they can attack the suppliers and demand the lowest price that either was getting on their own #2 Hungry workers scared for their jobs working harder than ever before. #3 the reasons they did the deal in the first place, can offer a better overall product selection. there are probably other reasons. K