OT Apple and CPQ....

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01-23-2001, 07:01 PM

gtt

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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>

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01-23-2001, 07:43 PM

TTom TTR

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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!

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01-23-2001, 07:57 PM

gtt

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

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01-23-2001, 08:56 PM

voughtt

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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.