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Technology Stocks : Compaq
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To: rupert1 who wrote (36542)11/14/1998 9:10:00 AM
From: rudedog  Read Replies (1) of 97611
 
Victor -
This is a very interesting article about an important initiative that got buried in all the direct and dell earnings noise. This is the second key play by CPQ, IBM and HP to take control of bus standards. The obvious final vote is MSFT, and if MSFT weighs in to support the big 3 then Intel will have to cave on this issue IMO.

That would have big long-term implications for Dell and the other vendors who do not have the technical depth to play in this game. It is another example of CPQ leveraging its technical depth to create a sustainable market advantage. IBM and HP are important here but will not benefit as much from the outcome as they have nowhere near the relationship with MSFT that CPQ enjoys.

Thanks for the post.
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