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Technology Stocks : Cymer (CYMI)

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To: Zeev Hed who wrote (15946)	3/22/1998 6:20:00 PM
From: Elroy Jetson	Read Replies (1) of 25960

If you place an open order for Compaq at 17 3/4 it's likely to be filled some time in the future months. Just my hunch. Intel has started a new program to provide complete high-end server backplanes to box makers. Soon, Bob & Mary's Computers (they make computers in their garage) will be able to offer state of the art Servers without the R&D overhead. Compaq, Hewlett-Packard and IBM will continue to offer their own server designs while Dell and everyone else will offer Intel's. This means a increase in margins and volume for Intel, and reduced margins on server sales for everyone else. I think Compaq is going through tough times until they can demonstrate a new and successful business model.

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