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

To: Dave B who wrote (1982)	10/17/2002 5:00:06 PM
From: The Duke of URL©	Respond to of 4345

Worldwide PC shipments grew for the first time in five quarters. Dell held the largest share of 32 million PCs shipped, although second-place HP contests the election. Dell regains PC lead--shipments rise By John G. Spooner Special to ZDNet News October 17, 2002, 11:56 AM PT update Dell Computer has surpassed Hewlett-Packard to take the lead position in the global PC market, according to a new survey by research firm IDC. The direct PC seller, based on unit shipments during the third quarter, just topped its rival with 16 percent of the global market, compared with HP's 15.5 percent, according to IDC analyst Roger Kay. Out of more than 10 million units shipped between them, Dell moved just under 200,000 units more than HP during the quarter, Kay said. HP, in a statement, argued that the two companies' third-quarter market share is a statistical tie and vowed to be more competitive with Dell in the future. "In worldwide market share, it's a virtual dead heat. HP's PC business is back on the growth path less than six months after the merger, and we've still got plenty of cost efficiencies, business model improvements and product innovations still ahead of us," the statement said. "We've been taking aggressive action, and this report does not reflect recent PC price cuts, new product introductions and a number of major customer wins." IDC is set to release complete data later Thursday. Rival research firm Gartner is also expected to release its own data on Thursday. The overall PC market saw worldwide unit shipments increase 3.8 percent, the first year-over-year increase after five quarters of declines. Shipments rose 6 percent sequentially for a total of 32.6 million units. During the second quarter--HP's first complete quarter after merging with Compaq Computer--HP managed a slight lead over Dell despite an overall decline in PC shipments. Dell had been No. 1 for five quarters, a streak that ended when HP took the top spot during the second quarter of this year. HP claimed 15.1 percent of the market, while Dell grabbed 14.8 percent for the second quarter, according to IDC. CEO Michael Dell cited teamwork as one of the reasons for landing the top spot in the third quarter. "It's a credit to our team and we're proud of the rate at which we're winning new customers and...expanding our business with existing ones," Dell said in a statement.

To: Dave B who wrote (1982)	10/17/2002 7:59:35 PM
From: Charles Tutt	Respond to of 4345

I think it will eventually prove to have been all of it. JMHO. Charles Tutt (SM)

To: Dave B who wrote (1982)	10/18/2002 11:09:42 AM
From: The Duke of URL©	Read Replies (1) \| Respond to of 4345

From the inquirer 213.219.40.69 : New HP Alpha Server details exposed Leakware Pricing, et al By Eva Glass: Friday 18 October 2002, 10:32 OUT IN THE PARKING LOT, I was accosted, once again (sigh...) by a guy in a raincoat. As usual, he was unbuttoned. But a brief wave of the coat revealed more that I was expecting. His sly grin gave him away, as he asked, "Fancy one of these?" Naturally, my curiosity was piqued. "Alphas Servers?" I said, "DS20L,DS25, ES45, EV68, for real?" How could a girl resist? This last one was almost named for me. "Indeed," my new friend replied. "The game they are playing in the price book is $13K for a 2-CPU-capable ES47 Model 2 UNIX system. Cool, eh?" "Mind you," he added, "you add $30K for a dual-processor 1000MHz EV7 module, a GB of memory at $5K, plus a disk or three, a network adapter, and, how could I forget, a RACK MOUNT. Figure at least $10 to $20K for that," he said. And I do believe he swore. "Figure," he said. "$65K for a dual-processor "Raptor" config. Price will vary with OS. "Tell me more," I hushed, quite seductively I thought. You know once they get going these boys just keep right on keeping on. This system maxes out at 4 CPUs, hence the ES47 designator. 3 month lead time. Per usual, VMS a tad more expensive than UNIX. A 4 CPU system, aka ES47 Model 4, has two (2-CPUs each) system drawers. Dual power supply, pressure cooker, kazoo, four hot-swap power supplies, 2 rackmount kits and costs $34K. Less than 1K price uplift for VMS. I purred. "Hey, to make the thing functional, just add two 2-CPU building block modules (1GHz again) $31K per module for UNIX, $34K for VMS. Plus memory, disk, etc. Add the memory, disk, networking, decoder ring, etc to this baby and you're looking at $110-120K unless these people come to their senses. "Want an eight-way? well, try one o' these on for size: a GS1280 Model 8. Yours for just $30K complete with 8-CPU system drawer, power supply, magic decoder, box of condoms and a 41U cabinet. "Oops... Forgot to mention: the VMS version of the same damned thing is $48K and change. "This 8-way also uses the 1GHz EV7, 1GHz CPU. It's basically a tall cabinet that can be equipped with 2 to 8 1GHZ CPUs at 31K UNIX 34K VMS per CPU pair. So an 8-way VMS system will cost $196K. Just add disk and memory and such. "Biggest they'll go right now is a GS1280 Model 16 for a bit over $100K USD UNIX, $125K VMS. "A two-CPU 1150MHz UNIX building block module is a mere $56K. $59K for an 1150 MHz dual-CPU VMS module. Times eight for a 16-way system. That's half a million bucks BEFORE you add disk and memory." "Sheesh!" said I. It just slipped out. "Of course, these prices may vary depending on your negotiating skills and HPQ's stock value." You read it here first.