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Technology Stocks : Digital Equipment Corp. (DEC)
DEC 15.85+3.4%Dec 5 9:30 AM EST
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To: John Sladek who wrote (3198)8/25/1999 9:22:00 AM
From: Tom M  Read Replies (2) of 3276
 
John got my ears ringing, so: "Compaq dumps Windows NT on ALPHA". (from Aug 23 Infoworld) "In a stunning move, Compaq Computer has laid off more than 100 people in laboratories in Redmond, Wash, who worked exclusively on porting Windows NT to the Alpha platform. The company has effectively discontinued support of Microsoft's operating system on Alpha. According to a source inside Compaq West (formerly DECWest), a set of laboratories used to port Windows NT and Windows 2000 to the Alpha platform, Compaq pulled the plug on NT for Alpha early last week. The source said that the decision came as a surprise to Microsoft officials, and that the software giant was considering pulling out the Alpha code currently written into Windows 2000. The dilemma now facing Microsoft officials is what to do with the hundreds of Alpha systems now beta-testing 64-bit versions of Windows 2000."

And about a week ago, DELL shot past CPQ in PC sales. I'm running out of ANY reason to not see CPQ at half this price. There was also a piece in the last couple pages of Barron's this week that of the CIO's polled, CPQ was the name most of them came up with as "rudderless". Of course the last couple years in this market most situations have been a trap for shorts. I suspect perhaps a preliminary short squeeze for CPQ before the dust really settles. I'd love to hear some of your opinions. I won't go long here, even for the expected squeeze.

see ya,
Tom
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