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Technology Stocks : Compaq
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To: Leo Francis who wrote (4880)8/19/1997 8:33:00 PM
From: StockMan   of 97611
 
Leo,
Re -- BTW, keep in mind sub $1000, sub $700, sub $500 and even sub $400 PC's for the consumer and small office.

CPQ already has cyrix for this, besides given AMD's process technology, these price points will be very difficult to maintain with K6, both from manufacturability and IBM's competitive (free K6's), Intel's price reduction, and the market needs for such a price.

Well Enough said on this already.

regards
Stockman
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