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Post# of 97755
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dougSF30

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dougSF30

Re: Mysef post# 27068

Monday, 02/23/2004 6:41:31 PM

Monday, February 23, 2004 6:41:31 PM

Post# of 97755
Mysef, of course the "official spokesmen" decline comment until the PR goes out. But the "sources" leak to publications to increase the coverage. This is standard operating procedure for these announcements.

Priced in? Nonsense.

I expect the impact of HP selling multiple Opteron SKUs will take a few days for the initial effects to play out, and of course, over the next quarters, the revenue impact will kick in.

Also... will the Dell domino be next?

They have no 4P answer... until 2005...can they afford to wait?

And now, will IBM increase their offerings?

This is *great* news.

Doug

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