OT Apple and CPQ....
 

discussion a week ago centered on Apple weathering slowdown better than say Compaq. I mentioned CPQ not purely a retail boxmaker and now better prepared. After todays earnings release it was interesting to note the following audio report,
http://biz.yahoo.com/oo/010123/49450.html

Another link also relevant about Comapaq's Alpha systems and who uses them,
http://public.wsj.com/sn/y/SB97993608669334514.html<ul><li><a href="http://biz.yahoo.com/oo/010123/49450.html">http://biz.yahoo.com/oo/010123/49450.html</a</li></ul>

But, Amazingly enough IBM managed to have record profit/earnings for the same quarter....
 

mwahaha.

Course I'm happy because of the employee stock purchase plan et all. whoo hoo!

IBM was a suprise, especially when everyone thinks they are down.

Apple and Compaq...
 

are heavily invested in the consumer market, and therefore dependent upon it.

IBM is not.

I look for a resurgence in Apple over the next three quarters, based on the new titanium PowerBooks and whatever they've got up their sleeve to replace the iMac.

and the G4 Cube is the ultimate companion to the TT for the desktop
 

Although the iPaq's finish looks very tt-ish.