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Politics : Formerly About Advanced Micro Devices
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To: hpeace who wrote (22384)8/30/1997 12:43:00 AM
From: StockMan   of 1572771
 
CPQ growing at 25%, you should have told that to the market a couple of months ago, they were giving CPQ a PE of 14. Which implied a growth of 10-20%.

It is only thru Intel's execution (Intel executed and provided CPQ with enough CPU's when CPQ needed it) that CPQ is growing again. So instead of badmouthing Intel, you should join your AMD kin folk, and say a prayer of thanksgiving at the Church of Intel.

CPQ, definitely couldn't have grown 25% selling buggy K6's, and the non-profit MediaGX systems.

Watch out for DELL. Its going to eat CPQ's lunch, and even Intel won't be able to save CPQ.
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