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Strategies & Market Trends : P&S and STO Death Blow's -- Ignore unavailable to you. Want to Upgrade?


To: Steve Lee who wrote (11318)10/17/2002 12:46:43 PM
From: _warlock_  Respond to of 30712
 
CDWC, I believe. EOM



To: Steve Lee who wrote (11318)10/17/2002 1:19:07 PM
From: Killswitch  Respond to of 30712
 
CDWC... apparently they got a boost presumably from some change in licensing terms MSFT made. However they guided slightly lower for revs in Q4.

Intel I think made it clear that desktops were ok, but servers were weak.