Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Elwood P. Dowd who wrote (68827)	10/14/1999 11:34:00 AM
From: rudedog	Read Replies (2) \| Respond to of 97611

Just did a bunch of discussion on the DELL thread on this and related topics. My sense is that IBM, CPQ and HP are likely to be in better shape than DELL WRT component shortages - their history, business model and vendor relationships favor that. Also DELL is the only one of the big 4 with a majority of its business dependent on PCs. The only CPQ business which had significant Taiwan exposure was the consumer business - some sub-assemblies are made there. We don't know the extent of this shortage but as I said earlier, at least it means that consumer products are being sold... I'll see if I can get anyone at CPQ to talk to me about this.