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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: rich evans who wrote (67128)8/30/1999 1:22:00 PM
From: Stockman_77079  Read Replies (1) | Respond to of 97611
 
How about the argument that it's simply not profitable. It costs a lot of money and manpower to support the NT64 platform. Based on sales/profitability of Alpha NT, it is not justified in cost.

If cpq is truly afraid of Intel as your posting stated, it would not be in the AMD business.



To: rich evans who wrote (67128)8/30/1999 10:54:00 PM
From: rudedog  Respond to of 97611
 
Rich -
Intel plays hardball, but I doubt that CPQ would be much influenced - they are Intel's biggest customer, but they are also AMD's biggest customer. CPQ has told Intel to pound salt before. This looks like a straight-ahead business decision to me - unload a money-losing product line.

That's cold comfort for those Alpha NT customers though - we'll have to see how the customers react to the programs CPQ proposes.


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