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Technology Stocks : Compaq
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To: Senator949 who wrote (29105)7/15/1998 8:39:00 AM
From: Mark Woolfson  Read Replies (2) of 97611
 
I also think this Alpha chip thing with INTC is not over yet. Something has to change. I think INTC gets the raw end of the deal here in the short-term and DELL may be in trouble if CPQ and turn out some Alpha workstations that are attractive to would-be DELL workstation purchasers. I know DELL's marketshare is growing in this arena and CPQ just needs to chip away for good solid long-term growth.

Mark
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