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Technology Stocks : Compaq

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To: Eddie Kim who wrote (27266)6/7/1998 10:27:00 PM
From: KAD  Read Replies (2) of 97611
 
Eddie:

It looks very quiet there - hopefully the positive omen before the storm of activity that will happen this week. Hey I just wanted to take this opportunity to congratulate you for continuing in Steve's footsteps - after observing things here and on the Dell thread since he stopped posting you've done a fine job of defending the turf (WHEN IT HAS BEEN NECESSARY with Kelly & others) Rudedog, Stephen, Robbie and others too - I think the patience with this stock will be rewarded handsomely.

On a related note - do you think that Intel's pushing out the Merced had something to do with the fact that with Compaq behind (as are speculated to be) Alpha, and its current performance being ahead (speedwise) of the 1st version of Merced - this chip would be DOA in the marketplace? Maybe Rudedog has a take on this.

regards,

KAD
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