Just a thought...The east coast may have a lot of computers that are wet and damaged. some business enterprise...they need to be replaced quickly at Year end... don't be suprised if HPQ's inventories come down quickly...any thougths from the board or is this idea wet too.
I haven't seen any press about HP disaster recovery efforts for its clients. You can be sure there are many HP people working very hard to give their customers relief from the damage. For large clients, I would expect back up sites came into use immediately. Restoring primary location service requires that the place of installation is in suitable condition for new equipment. Once the water is out, the power is on, and the customer has decided on the new equipment, the installation can start. This should increase first fiscal quarter enterprise sales. It is not likely to counter the drop in Holiday sales from the consumer side.