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

To: Charles Tutt who wrote (62308)11/20/2004 12:10:31 AM
From: QwikSand  Read Replies (2) | Respond to of 64865
 
Did you see the WSJ article today about consumer prints from digital cameras? It was their page 1 lead. Bode really poorly for HPQ. Bottom line was that HP will quickly face increasingly stiff competition from big-box retail and e-commerce for prints from consumer digicams, threatening their high-margin ink consumables business. Just because it's easier than DIY prints. As went Kodak, so goeth HPQ. I think Epson and Lexmark will be threatened too, but Epson has more of the high-end photographer's market.

--QS



To: Charles Tutt who wrote (62308)11/22/2004 10:39:40 AM
From: cfimx  Read Replies (1) | Respond to of 64865
 
is that why the stock just rose 10% in a day or two?



To: Charles Tutt who wrote (62308)11/30/2004 8:26:42 PM
From: Joe NYC  Read Replies (1) | Respond to of 64865
 
Charles,

It's looking more and more like HP is toast.

While Itanium failure would be a big setback for HP, HP is not toast without it. HP has the strongest x86 server business of all server vendors.

Joe


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