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

To: Far Side who wrote (85677)	10/17/2000 8:31:36 PM
From: Bosco	Read Replies (1) \| Respond to of 97611

Hi all - actually, unless the whole mkt goes, which is a real possibility, since IBM will likely to hit the Dow to cause it to go below the 10K psychological level, one of the IBM problems, its inability to sell enough RS6000 due to parts constraints, is actually to CPQ benefits. If I am reading it right, when I ve begun to buy into CPQ, CPQ server segment is on a upswing. It is hard to say how much business of an increase, from Proliant to Wildfire, but it is likely to be substantial, and if people can't get RS6000, CPQ may pick up more mkt shrs going forward. best, Bosco best, Bosco