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Technology Stocks : Compaq

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To: Mohan Marette who wrote (16338)2/3/1998 1:26:00 PM
From: Dan Packer  Read Replies (1) of 97611
 
DEC-CPQ will be quite a management feat.

The world according to Engle is kind of trivial. A beauty of Alpha is that it is here now, and works. Merced might be here in a year or two. Last time I looked CPQ seemed to be the most processor agnostic of the 86'ers.

CPQ appears to make money in sub-zeros, and appears willing to drive prices into the NC space. And they are connecting well into the superserver-MF region. The other boxboys start looking like lunchmeat.
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