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Andrew Schmitt » Comments » HPQ

  • Windows Upgrade Presents New Vista for Dell [View article]
    <blockquote>Dell... in the midst of a massive Windows release, is going to blow their 2nd consecutive quarter (last Q3 was .25), and blow the 4th Quarter by close to 30% (last Q4 was .43), in order to come down to that $1.08 number for the year. I doubt it.</blockquote>

    Well put.
    Sep 06 12:21 pm |Rating: 0 0 |Link to Comment
  • Dell Pre-Announces -- Sell HP! [View article]
    One exception to your rule - when you know the damage from a price war will be asymetrical, and impact the long term ability of the losing company to invest in the future.
    Jul 21 15:01 pm |Rating: 0 0 |Link to Comment
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