Compaq Message Board - Msg: 8237648

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Technology Stocks : Compaq

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To: Elwood P. Dowd who wrote (52430)	3/9/1999 11:39:00 PM
From: J.Maz	Read Replies (1) of 97611

El, Saw this post on the QNTM thread on Yahoo tonight. Thought I'd share it with the thread. Hope you all had a nice evening. JMaz "The overly optimistic euphoria of a few weeks ago is over by: westelk CPQ is forcing AMD into bankruptcy (although AMD's stupid management is just as much to blame). When CPQ has to go back to INTC because there are no next generation chips from AMD, does anybody think INTC won't remember who crushed margins? AMD's K7 goes away from the current architecture. Think MSFT is going to have resources to fix windows2000 (or is that windows2001?) to run on the new architecture? When AMD falls, CPQ falls ... and stability returns to the tech world. Does anybody else wonder why Sanders at AMD thinks the SYQUEST business model works? (Sell your product at a big loss, and make it up on volume). CPQ looks to be trying out the same model--they've ruined their margins (and reputation) with the AMD strategy."

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