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Technology Stocks : Compaq
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To: Elwood P. Dowd who wrote (91107)5/6/2001 11:51:54 PM
From: Tomcat  Read Replies (2) of 97611
 
"Intel, Compaq to announce new server"

Unfortunately this smells like a knee jerk reaction. I bet they did not start working on this until they lost some of their key managers to RLX Technologies. Now they are pre-announcing something that they will not have until "sometime in the second half of the year". Lucky they don't mention what year. Not that this is not a good idea, just the fact it took somebody else to do it first before they would commit to it.

I am sorry, but Compaq can not play it safe anymore. They need to be innovative again and start taking some risks. They are so hooked on the Intel drug it is pitiful. Dell can play this game due to their more efficient model. CPQ can not.

There is nothing preventing Dell from doing the same thing. And by preannouncing, they are telling Dell exactly what they are doing. I was hoping for more out of Cappelas. But it looks like the same old thing.

Brad, you are about to get your butt kicked by Dell. Preannouncing a product 6 months to a year away is not going to help.
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