Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 297.52

-6.6%

Feb 4 3:59 PM EST

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To: akidron who wrote (16917)	3/3/1998 12:10:00 AM
From: robbie	Read Replies (3) of 70976

<<or pc's... dell has the model for the no tech commodity age...>> aki....I agree. Two vast companies will not thrive. Dell's bto system is being copied by everyone as we speak. They will be just a boxmaker and as such will be Compaq's lunch. Compaq is taking their place alongside INTC and MSFT as the next juggernaut. We won't bet on 25 but if it gets there name your beverage and it will be delivered. No way will you see CPQ at 25, unless it splits 5-1 in '98 like it did in '97. Robbie

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