Compaq Message Board - Msg: 3276495

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Technology Stocks : Compaq

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To: Diamond Jim who wrote (15278)	1/27/1998 9:49:00 PM
From: hpeace	Read Replies (1) of 97611

james,. cpq doesn't get wagged by intel at all. plus, the reason cpq isn't up as much as dell is cpq had the microcom, tandem and dec purchase. they are making the right decisions for 2000+. and not to just get stk up know. the yr 2000 compnay will not just supply pcs. dell should have purchased dec. it was a no brainer...and it would have hurt dell's stk price but dell would have profited by the purchase big time. I've sat down at the table with intel and cpq. intel doesn't boss or bulley cpq at all. cpq buys almost 2.5 the chips dell does and now they get the chips are DEC prices which is a cross licensing bargain thanks to the lawsuit dec won. I don't know where all this intel is going to bash cpq mess originates. I think it's out of sheer ignorance. cpq is the only compnay alive with the management to buy 3 compnaies like this in a year and implement SAP across the board all at once. not to mention BTO which is months ahead of schedule in Europe and on schedule in the USA. I own dell and cpq both. and no one is more critical of dell or cpq.... but, at least my criticism makes sense.

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