Playing The Margin Card
HURD ON HP'S GROWING RIVALRY WITH CISCO IN THE DATA CENTER:
"We just see the networking opportunity in isolation as a big one for our customers. You know our history with ProCurve. We've had a very successful run with ProCurve. We've gained a material amount of share, both in ports and in revenue. We have announced our intent to acquire 3Com, which we think is a set of capabilities, end-to-end, that we think is going to be very impressive.
"It's a market with good growth in it -- very high gross margins, which is the history of the prices that the current incumbents in the market charge. And we'll be very active in the market, so we're pretty excited about it."
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