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Technology Stocks : Compaq

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To: ed who wrote (10176)12/4/1997 9:13:00 PM
From: StockMan  Read Replies (4) of 97611
 
Ed,
Re -- AMD vs Intel chips..

Nobody is arguing about the merits of AMD vs Intel chips.

CPQ's use of these chips is sub-1000 pc's at the end of life of that particular generation speaks for itself. Furthermore, AMD's chips which CPQ is palming off, has not had the wide exposure and maturity of use in the marketplace which pentium's do.

Thus the point that CPQ's "sub-1000 pc's" are of lower quality than DELL's "sub-1000" pcs.

Stockman
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