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Technology Stocks : Compaq
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To: NickSE who wrote (26946)6/2/1998 9:49:00 AM
From: Matt Kaarlela  Read Replies (2) of 97611
 
Alpha opportunity for Compaq?
I've been scrambling to find something positive about Compaq. This is the best I was able to do. Of course this assumes the DEC deal goes through.

A story running in today's ClieNT Server News quoted Samsung's key man in the states, YJ Kim, as saying the Merced had slipped at least six to nine months and wouldn't debut until mid to late 2000. Intel today resisted the idea of late 2000. Merced's delay could represent a golden opportunity to Alpha. Potentially it is Merced's most potent rival but it has languished in DEC's hands, failing to establish any following. That could change now that Compaq, which has always wanted to be more independent of Intel, is in the Alpha picture. It could decide to really push it.
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