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Technology Stocks : Compaq
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To: Diamond Jim who wrote (15278)1/27/1998 11:10:00 PM
From: John Koligman  Read Replies (2) of 97611
 
James, why don't you log on to the EDGAR database and check Intel's sales? They did around 6B per quarter over 1996, so CPQ is NOW larger than Intel. What did you think they did in revenues??? As for Michael Dell, you can be sure he would love to have an alternate supplier for chips so that he could play that supplier and Intel off against each other and get better prices on the most expensive piece of the box. Do you understand the effect on prices that competition (or lack thereof) has?

John
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