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To: Mary Cluney who wrote (44126)1/6/1998 10:48:00 AM
From: Jim McMannis  Read Replies (1) | Respond to of 186894
 
I don't know about your win-win situation for HP. I like them though. I'd own more of them if they would get some of the fat out.
Let go some employees...etc.

No telling what Andy will do but it seems like Compaq, IBM, ACER and the like aren't worried about it. They must be getting a heck of a deal on those K6's.

The MediaGXm notebook will be the real ballbreaker...a motherboard, audio and video for $80 compared for a $460 mobile Pentium.
Not only that but Intel is getting a lot of canceled orders for mobile Pentiums and they have 3 million in stock.

Jim



To: Mary Cluney who wrote (44126)1/6/1998 11:30:00 AM
From: Mohan Marette  Read Replies (1) | Respond to of 186894
 
Sheeesh Mary aren't we kinda frisky this morning <gg> Just kiddin'.

<<<It's a win-win situation for HP - a chance to dominate the high-end desktop market and shut down Compaq in the {server area cum Merced.}>>