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

To: Diamond Jim who wrote (15254)	1/27/1998 4:34:00 PM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

Jim...Don't forget who's the customer.....and CPQ is the GIANT in that category. INTC shouldn't "mess" with CPQ, as the customer is always right.<g> I don't think that there is any way that these two will part company. At least, I'm not concerned. S.

To: Diamond Jim who wrote (15254)	1/27/1998 6:38:00 PM
From: John Koligman	Read Replies (1) \| Respond to of 97611

James - re 'messing with Intel, not good to mess with GIANTS'. Maybe, but isn't Compaq BIGGER than Intel!!!! John <ggg> PS - Why should Compaq display 'fealty' to a supplier? This is war (business), so just as Intel wants to vanquish AMD/Cyrix, don't you think Compaq would like to have alternate CPU suppliers??? Let's face it, Compaq has prospered with much stiffer competition and lower margins than Intel has faced over the last few years....