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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?


To: QwikSand who wrote (51864)9/25/2002 4:32:36 PM
From: Charles Tutt  Respond to of 64865
 
HP is pricing itself out of the consumables market, IMHO.

Charles Tutt (SM)



To: QwikSand who wrote (51864)9/25/2002 4:50:57 PM
From: cfimx  Read Replies (1) | Respond to of 64865
 
wow nice stretch. meltdown at hpw cuz dell is gonna ship a few printers. big computer companies don't go away, they just become miserable investments for shareholders_but they do not go away. managements are ingenious in the ways they can make thier businesses survive and carly is no different than scottie. more on point is why suncom can't bounce when the naz does. okay okay. the insightful ones don't want to have to report that they own suncom on sep 30, so that's holding it down; but even after that, i think it doesn't bounce until scottie signs the pink slips. waiting for scottie to finish the 18th? if its a horrific restructuring than hpw and suncom are locked in a tight battle to see which company bores their shareholders more in the next five years. iow, if suncom does a big bath its an admission that its toast.



To: QwikSand who wrote (51864)9/25/2002 4:51:38 PM
From: sea_biscuit  Read Replies (1) | Respond to of 64865
 
If HPQ disintegrates it should be a help to Sun and a blow to Intel. HPQ and Intel are pinning their Itanium server hopes on each other to a significant extent ...

That will be true only if the HP server business is dependent on the printer business. Otherwise it can be spun-off and allowed to take care of itself.

Not saying you are wrong. Just making an observation.



To: QwikSand who wrote (51864)9/25/2002 5:07:26 PM
From: cheryl williamson  Respond to of 64865
 
Hi Qwiksand,

Agreed. I have 2 points:

Competition is killing the computer business. There will have to be a consolidation followed by price stabilization. The companies left standing after this debacle will make a killing.

Moore's law is about to expire. Price/performance ratios are going to be measured from the perspective of the vendor instead of the customer.