IBD Sectors: Computer Manufacturers

By asserta7, Mar 2007

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term referring to software that lets servers run as if they were several separate machines	vitualization
Apple's new product for summer 2007	iPhone
Microsoft new PC operating system: name and critique	Vista. not as big deal as Windows 2005 or XP; big companies do not need to switch quickly; needs more processor speed and memory
other products in this category, besides pc's	servers, hand-held computers, personal music players, related services, smart phones
besides phone services, what smart phones provide	email and internet access
sales are to which 2 segments	consumers and businesses
limitting factors to heavy server expansions	they use a lot of power! need cooling systems
4 main manufacturers	Hewlett-Packard (HPQ); Apple (AAPL); Sun Microsystems (SUNW); Dell (DELL)
Hot server farm stock	Rackable Systems (RACK)
PC and server chips: 2 favorite brands	AMD (AMD); Intel (INTC)

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