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

To: Andreas who wrote (82652)	6/12/2000 7:07:00 PM
From: Captain Jack	Read Replies (1) \| Respond to of 97611

Andreas-- look on the bright side! They are only down 2+% today, it is going toward its trading range good buy area, they did not warn today,,, LOL! Just a normal cpq day!

To: Andreas who wrote (82652)	6/12/2000 7:56:00 PM
From: Piotr Koziol	Read Replies (1) \| Respond to of 97611

Andreas, just to quote from this article: Compaq Computer is not mincing words in its latest effort to stem customer defections in its Intel-based server business. This is NOT the high margin high-end servers like Wildfire ! DELL has nothing in that server market segment and probably NEVER will... Compaq did not have it either until the merger with Digital !. Such high-end design teams just don't get created overnight, it takes several years to build a team with such expertise and enough of a critical mass to "do" supercomputers... On the other hand I fully support the "no prisoners taken" approach vis-a-vis DELL even in the off-the-shelf server technology that DELL does manage to design and sell. Why shouldn't Compaq be more aggressive here? I'm all for it. But our discussion a few months ago was not just limited to the Intel-based servers... The real money is in alpha-based servers. Celera Genomics would not accept an IBM high-end server for free (!), they HAD to have an alpha to win the mapping of the human genome race. And they did NOT mind paying a premium for it ! /Piotr