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

To: Douglas Perkins who wrote (8601)	11/5/1997 8:24:00 PM
From: hpeace	Respond to of 97611

doug, good post, but, like i said..cpq has a deal to buy amd chips at 80-90 a piece..but, i don't know that they have them.. they probably don't. and we don't know where they will use them. like I said also, they are having yeild problems. dec has used thr amd chips allot

To: Douglas Perkins who wrote (8601)	11/5/1997 8:57:00 PM
From: Kai-Uwe	Read Replies (2) \| Respond to of 97611

Doug: Where is DEC in the PC market??? No. 12??? My advice is to forget about AMD! I can't see them getting anywhere. Unfortunately I also have to disagree with Steve on this one: it doesn't matter if AMD can cover a lot of the 3rd tier vendors, coz that's a no-margin business as per the 'Fab4' articles we saw earlier this week. The PC market is heading for consolidation. Even players like PackardBell/NEC are losing out, and, hey, they have a lot of good things going for them. Refer to my post from yesterday and see that even HP is struggling, despite their goal to be No.1 by 2001. Acer is in trouble, IBM is flat, GTW is struggling, so is Toshiba, as well as Fujitsu - to talk about the bigger players. The top 4 (CPQ, IBM, Dell, HP) will keep growing - it's gonna be a four-way race for the time being. In my eyes currently Dell and CPQ are growing above and beyond the market, and HP and IBM are struggling even to keep up, but are doing so barely, irregardless. DEC is a nobody in the PC business, despite all the proganda. Additionally, with their new intel deal they would be downright stupid to buy AMD as they will get excellent pricing points from their new-found ally based on the Alpha agreement just signed! Just my view, pls feed back any points for discussion! Kai