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

To: w0z who wrote (2626)	2/26/2003 2:31:35 PM
From: The Duke of URL©	Respond to of 4345

Does anyone actually not have Jimbo Cobb on ignore anymore?

To: w0z who wrote (2626)	2/26/2003 3:48:43 PM
From: The Duke of URL©	Respond to of 4345

OUR TAKE Mixed Results for HP Discussion Boards The Motley Fool Take Hewlett-Packard By Rick Aristotle Munarriz (TMF Edible) February 26, 2003 Earnings are like a box of chocolates. Sometimes they're a little nutty. Tech bellwether Hewlett-Packard (NYSE: HPQ) posted first-quarter results that gave optimists something to cheer about, with ample "boo, hiss" room for naysayers. Earning $0.24 a share on $17.9 billion in revenue covered both spectrums of prognostication. HP missed top-line targets but lapped past bottom-line estimates. What does that mean? Spending on information technology continues to be a real burden for the tech sector, but by squeezing more juice out of every revenue dollar, HP's better-than-expected margins seem to vindicate its controversial merger with Compaq. Well, sort of. While four of the company's five business segments contributed to the bottom line, it was HP's original bread and butter -- printing and imaging products -- that earned the lion's share of operating profits. Critics of the merger can argue HP would've been much happier as a swinging single, as its printing stronghold accounted for nearly three-quarters of the operating profits on less than one-third of the quarter's revenue. But let's raise a contrarian glass to toast the union. Sure, Compaq was troubled when it said, "I do," but it's just a matter of when -- not if -- the personal computer industry comes back into favor. In the meantime, it wasn't the PCs that bled during the quarter. That distinction goes to HP's enterprise division, which will actually bounce back the strongest when the economy improves and corporations load up on servers and other technology. The market may be shaking its head at how HP failed to live up to Wall Street's revenue hype, but it should also commend the company for achieving its goal to consolidate overhead. Imagine that? A wedding couple that actually slimmed down during the first year of matrimony. Now, about that box of chocolates....

To: w0z who wrote (2626)	2/27/2003 11:35:47 PM
From: Jimbo Cobb	Read Replies (1) \| Respond to of 4345

If you believe that, I've got a bridge to sell you :) jajajajajajajajaja Jimbo.

To: w0z who wrote (2626)	2/28/2003 7:40:25 AM
From: MeDroogies	Read Replies (2) \| Respond to of 4345

I know that the last company I worked for (over 10k employees) recently switched from Dell to HP. Dell's laptops had a very bad track record, and their service was pathetic. As for me personally, I bought a Dell over a year ago, at my wife's request. We have decided never to purchase one again. It was loaded down with useless and buggy software, it crashes constantly, and while that isn't entirely Dell's fault, we've also had hardware issues. Their support is terrible. That's not to say we'd buy HP, but we certainly aren't buying Dell. Dude, I'm trashing my Dell.

To: w0z who wrote (2626)	2/28/2003 5:32:50 PM
From: PCSS	Respond to of 4345

HP Holds No. 1 Worldwide Position for UNIX, Windows and Linux Server Revenues 2/28/2003 5:26:00 PM PALO ALTO, Calif., Feb 28, 2003 (BUSINESS WIRE) -- HP (HPQ) is the worldwide leader in total server shipments for calendar year 2002, according to figures released today by IDC. The market research firm also reported that HP led the world in standard Intel(R) architecture server (SIAS), blade and Itanium(R) server revenue and shared the lead for UNIX(R) revenue for this same period. Additionally, for the fourth quarter of 2002, IDC found that HP maintained the No. 1 position in SIAS and Linux and tied for the No. 1 position for UNIX server revenue.(1) "HP's continued No. 1 position in UNIX, Windows and Linux servers underscores our ability to offer customers choice and flexibility with the broadest, most robust server line in the industry," said Peter Blackmore, executive vice president, HP Enterprise Systems Group. "Further, enterprise customers are choosing HP for emerging categories such as blade and Itanium servers -- with their innovative management and utilization features -- as the right ingredients for an IT infrastructure that can be easily adapted to respond to business changes." HP led the server market with 30.2 percent total server units shipped in the fourth quarter of 2002. The IDC Q4 2002 server market report found HP is No. 1 in the following key server market segments: -- HP maintained its leadership in Windows(R), Linux and UNIX servers procuring 31.1 percent revenue for the fourth calendar quarter of 2002. -- HP led the world in SIAS -- offering customers the outstanding price/performance advantage that only industry-standard HP ProLiant servers can deliver -- procuring 33.0 percent revenue and 32.4 percent total units shipped for fourth quarter 2002 and gained revenue share sequentially in Q4 2002 in North America; -- HP held the No. 1 position in high-end, midrange and overall UNIX revenue: -- High-end UNIX server revenue grew sequentially 18 percent during the fourth calendar quarter of 2002 at the expense of IBM, which declined 60 percent. This growth was driven by the success of HP Superdome servers in IT consolidation, data warehousing and high-performance technical computing; -- For the sixth year in a row, HP led the world in midrange UNIX server revenue for the fourth quarter and the calendar year 2002, shipping more systems than IBM and Sun Microsystems combined in the fourth quarter of 2002; -- HP's Itanium 2 system shipments increased sequentially 364 percent, demonstrating increasing acceptance of both technical and commercial customers; -- Highlighting HP's technical innovation and complete blade-based solutions, HP continued to drive the market for ProLiant BL blade servers, with 41 percent unit shipments -- greater than its nearest three competitors combined in calendar year 2002; -- Showcasing HP's depth of Linux-based solutions, HP continues to lead the world in Linux server revenue with 30.8 percent market share and total units shipped at 29.5 percent for the fourth quarter of 2002 at the expense of Dell, which experienced a sequential revenue share decline over the last three quarters. About HP HP is a leading global provider of products, technologies, solutions and services to consumers and businesses. The company's offerings span IT infrastructure, personal computing and access devices, global services and imaging and printing. HP completed its acquisition of Compaq Computer Corporation on May 3, 2002. More information about HP is available at hp.com. (1) IDC Worldwide Quarterly Server Tracker, Q4CY2002, February 2003. IDC uses price ranges to differentiate servers into entry-level (up to $100,000), midrange ($100,000-$1 million) and high-end ($1 million and above).