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

To: rudedog who wrote (75486)	1/9/2000 7:49:00 PM
From: Captain Jack	Respond to of 97611

Rude-- your thoughts and mine about DELL/Ianacom are the same. Why pay DELL for a BTO machine someone else is building? If I were a big DELL holder I would be asking Mikey about that. As I was building for DELL/IBM/HWP and some of their own and still were at 50% capacity it seems like a huge void to fill. We know DELL & IBM have gone and HWP probably is scurrying looking for a new sub,,, It is a lot of space to fill. I still wondered why CPQ did not buy MUEI,, but they do not have that amount of excess capacity and were too far away. When they were talking last year I thought it was going to happen,,, then EM let go with the bomb... This may be better for CPQ and MUEI...