Compaq Message Board - Msg: 2771915

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Technology Stocks : Compaq

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To: Tim Bagwell who wrote (9181)	11/19/1997 9:42:00 PM
From: Kai-Uwe	Read Replies (2) of 97611

Tim: Agree with you on your statement re: HWP & CPQ - they can definitely exist next to each other very well. I feel that maybe HWP was smart in opening up the Merced technology in the sense that they now have an in-road into the internal architecture of the next generation micro-P. That's quite an advantage. If you remember, CPQ assisted intel greatly in the development of the Pentium (1993/4), and then was not even chosen as the platform on which the announcement happened. It went so far that CPQ let intel use their labs for testing! I am sure Steve will only be able to confirm this... I think HWP is on the right track in the engineering sense, however, I am not sure if they will be able to accomplish No. 1 in PC sector by 2001. Good discussion, great input, and wait a couple more years and your kids will be bugging you for a WebTV if they aren't already! Kai

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