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

To: Elwood P. Dowd who wrote (75207)	1/5/2000 4:47:00 PM
From: PCSS	Read Replies (2) \| Respond to of 97611

CPQ @ 28 GTW has warned DELL 'supposedly' could have 4q problems re: ML yesterday DELL has memory shortages during 4q IBM basically out of retail consumer business CPQ could (maybe please) be eating some BIG lunches ?? Michael

To: Elwood P. Dowd who wrote (75207)	1/5/2000 5:10:00 PM
From: Y. Samuel Arai	Read Replies (1) \| Respond to of 97611

>Interestingly, they said that they had worked very hard to be >successful and that they were not going to let someone elses >problems affect their ability to perform. >Do they use INTC chips exclusively? Yes, GTW is an "Intel only" shop for the most part. Rumors of Gateway using Athlon CPUs surfaced late Nov/early Dec. Gateway even had some web pages showing Athlon CPU's and motherboards (tech support pages). Gateway then began having Intel supply problems, (both the big profit high-end PIII's and the "sweet-spot" high-end Celerons). Then the AMD Athlon tech support pages disappeared late December, and the rumored announcement of availability of AMD Athlon systems never surfaced. I think they said that they wouldn't let someone else's "actions" hurt their performance, and not someone else's "problems," didn't they?