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JMKel

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JMKel

Re: Zeev Hed post# 68598

Sunday, 01/26/2003 10:53:06 PM

Sunday, January 26, 2003 10:53:06 PM

Post# of 704041
Interesting...

Dell and Intel are getting growth by taking it away from companies like Sunw and HPQ. Intel still has another 600 M a quarter to go to get back to its peak revenues. If it gets there it will be enormously profitable.

There are a couple of big questions remaining. One is this crazy wat situation and the other is the resumption in the growth of demand.





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