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

To: Tim Bagwell who wrote (9181)	11/19/1997 5:08:00 PM
From: hpeace	Read Replies (1) \| Respond to of 97611

hwp is defintely one of the winners in the pc market in the 21st century... they would cement the win if they attristioned 30k people and consolidated plants

To: Tim Bagwell who wrote (9181)	11/19/1997 9:42:00 PM
From: Kai-Uwe	Read Replies (2) \| Respond to of 97611

Tim: Agree with you on your statement re: HWP & CPQ - they can definitely exist next to each other very well. I feel that maybe HWP was smart in opening up the Merced technology in the sense that they now have an in-road into the internal architecture of the next generation micro-P. That's quite an advantage. If you remember, CPQ assisted intel greatly in the development of the Pentium (1993/4), and then was not even chosen as the platform on which the announcement happened. It went so far that CPQ let intel use their labs for testing! I am sure Steve will only be able to confirm this... I think HWP is on the right track in the engineering sense, however, I am not sure if they will be able to accomplish No. 1 in PC sector by 2001. Good discussion, great input, and wait a couple more years and your kids will be bugging you for a WebTV if they aren't already! Kai