Re: HPE
Well that's an interesting bundle of personal opinion and assumption.
Rev up, all be it less than others.
IF the increase in average selling price is because they are passing costs onto customers, when others aren't, then their margins are going to be better than others. More likely it is because of HPE's move away from high volume, low differentiation, low margin lines, as reported on The Reg many months ago. Especially evident given the large increase in 'others'.
Why are layoffs in the past 6 months not reflected in the numbers yet? HPE's pretty decent Q1 also isn't reflected either, due to the unusual FY that HPE has.
Biting the hand that feeds IT
