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Technology Stocks : Compaq
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To: Bosco who wrote (84857)9/22/2000 8:31:31 AM
From: MeDroogies  Read Replies (1) of 97611
 
I understood what his point was. The logic doesn't follow, however, because of the deal that CPQ cut a while back. That is what I was saying. CPQ has set orders for a certain large number of chips for delivery, at set prices.
If INTC can't deliver them, it isn't a result of poor CPQ performance, but rather INTC.

However, I agree that CPQ will suffer as a result. But only because traders these days are not among the best and brightest.
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