I dunno, most of my stocks went UP today and CPQ went DOWN today.....
but don't kid yourself for a minute...there are very big egos involved at all these companies....MSFT, INTC, CPQ, DELL, etc....these guys love to jajaja each other even more than El and I like to jajaja each other, especially when they feel the other guy tried to jajaja them first !!!!
INTC gives DELL top priority, I think that's almost an accepted fact by what I've heard from folks who work very much in the industry, and I think they'd love to make CPQ come begging for chips...
when the parts come off the assembly line, somebody has to be the first customer to get product...I'm not saying INTC is out to shut down CPQ, just that they will give DELL 1st priority because DELL gives INTC 1st priority...
Jimbo. |
