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

To: Diamond Jim who wrote (15278)	1/27/1998 9:49:00 PM
From: hpeace	Read Replies (1) \| Respond to of 97611

james,. cpq doesn't get wagged by intel at all. plus, the reason cpq isn't up as much as dell is cpq had the microcom, tandem and dec purchase. they are making the right decisions for 2000+. and not to just get stk up know. the yr 2000 compnay will not just supply pcs. dell should have purchased dec. it was a no brainer...and it would have hurt dell's stk price but dell would have profited by the purchase big time. I've sat down at the table with intel and cpq. intel doesn't boss or bulley cpq at all. cpq buys almost 2.5 the chips dell does and now they get the chips are DEC prices which is a cross licensing bargain thanks to the lawsuit dec won. I don't know where all this intel is going to bash cpq mess originates. I think it's out of sheer ignorance. cpq is the only compnay alive with the management to buy 3 compnaies like this in a year and implement SAP across the board all at once. not to mention BTO which is months ahead of schedule in Europe and on schedule in the USA. I own dell and cpq both. and no one is more critical of dell or cpq.... but, at least my criticism makes sense.

To: Diamond Jim who wrote (15278)	1/27/1998 11:10:00 PM
From: John Koligman	Read Replies (2) \| Respond to of 97611

James, why don't you log on to the EDGAR database and check Intel's sales? They did around 6B per quarter over 1996, so CPQ is NOW larger than Intel. What did you think they did in revenues??? As for Michael Dell, you can be sure he would love to have an alternate supplier for chips so that he could play that supplier and Intel off against each other and get better prices on the most expensive piece of the box. Do you understand the effect on prices that competition (or lack thereof) has? John