“Most of the media... is positioning the merger with Compaq and the recent actions by Walter Hewlett and David Packard as a fight between the past and the future.”
“Hewlett-Packard significantly narrowed the unit share gap between it and Dell on a worldwide basis compared with a year ago.”
“[Hewlett-Packard and Compaq] had to double and double their production rate and still can't keep up with demand, ... There is going to be a lot of client hardware.”
“Hewlett-Packard is basically the whole story. It is a one-sided market with a few stocks providing the push,”
“There are some disappointments in earnings and obviously Hewlett-Packard is a big one.”
“Red Hat joins an increasingly crowded field of platform vendors, including Hewlett-Packard, Novell, IBM and other specialists and new firms offering these services.”
“IBM customers are the least vulnerable, the least likely to switch. While customers of Hewlett-Packard and Sun are among the most.”
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