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Technology Stocks : Compaq

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To: Elwood P. Dowd who wrote (75207)1/5/2000 5:10:00 PM
From: Y. Samuel Arai  Read Replies (1) of 97611
 
>Interestingly, they said that they had worked very hard to be
>successful and that they were not going to let someone elses
>problems affect their ability to perform.
>Do they use INTC chips exclusively?

Yes, GTW is an "Intel only" shop for the most part. Rumors of Gateway using Athlon CPUs surfaced late Nov/early Dec. Gateway even had some web pages showing Athlon CPU's and motherboards (tech support pages). Gateway then began having Intel supply problems, (both the big profit high-end PIII's and the "sweet-spot" high-end Celerons). Then the AMD Athlon tech support pages disappeared late December, and the rumored announcement of availability of AMD Athlon systems never surfaced.
I think they said that they wouldn't let someone else's "actions" hurt their performance, and not someone else's "problems," didn't they?
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