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

To: MeDroogies who wrote (85269)	10/5/2000 12:11:30 PM
From: rudedog	Read Replies (1) \| Respond to of 97611

MeD - CPQ uses AMD parts in the consumer line. According to the GM of that group, AMD accounts for more than half of consumer sales. But CPQ is 100% Intel in the commercial line - so on a units basis, they are less than 25% AMD in desktops. Standard servers are also 100% Intel. While the server units are not big in comparison to desktops (about 10%), in dollar terms the server use of Intel product probably is about the same, as the servers use multiple chips and the chips are 4-5 times the cost of the desktop chips. Still, the 25% or so of AMD on a units basis is greater than CPQ's lead in the desktop market, and so has clearly been a smart move.