3 analysts examine the Computer Hardware segment in this 17-page report from The Wall Street Transcript.
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Business & Consumer Computer Hardware: Trip Chowdhry, Global Equities Research, LLC
Outlook for Computer Hardware: Yair Reiner, Oppenheimer & Co. Inc.
Computer Hardware: An Overview: Ashok Kumar, Collins Stewart LLC
Topics covered: Innovative technologies - The industry structure - Global services - The challenges from Taiwan - The difficult economic environment - Solid balance sheets - Liquidity issues - Purpose-built products - Expense management - The product cycle - Pure hardware vendors
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Companies covered: IBM (IBM); Hewlett-Packard (HPQ); Apple Computer (AAPL); Dell (DELL); Sun Microsystems (JAVA); ASUSTeK; Lenovo; Sony (SNE); Cisco Systems (CSCO); Intel (INTC); NetApp (NTAP); Microsoft (MSFT); Advanced Micro Devices (AMD); Seagate Technology (STX).


