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Technology Stocks : Compaq
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To: Dan Packer who wrote (17442)2/15/1998 2:10:00 PM
From: CENTrader  Read Replies (1) of 97611
 
Dan,

<<I've always thought of Dell and Gateway as being the marketing arms of Intel. If this argument is correct, at what point do customers badger Intel to cut out the friction of a marketing arm totally?>>

Good point. I think CPQ's use of other co's chips will soon weaken that Intel stronghold. Nowadays, people are quite willing to buy cheaper non-Intel PC's, realizing the quality & value of chips from such co's as AMD & Cyrix.

Just my Opinion,

Bill
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