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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic -- Ignore unavailable to you. Want to Upgrade?

To: Stonehenge who wrote (17964)	3/1/1998 9:39:00 AM
From: margaret tasset	Read Replies (1) \| Respond to of 27012

Good morning Stonehenge, I hope that all is well with you and that you are having a great week-end. I agree with you about Intel and that it should be doing better than it is. You said that in each Dell is an Intel CPU. I guess that means that Dell only uses Intel, right. Do they have any plans that you know of to use AMD or Cyrix? Have a good one. ((((((((((GO INTEL))))))))))) Take care and have fun, Margaret :) :) :)

To: Stonehenge who wrote (17964)	3/1/1998 9:39:00 AM
From: Stonehenge	Read Replies (1) \| Respond to of 27012

Hey guys check this out. COWEN & co on Compaq, the merger and the benefits-A summary Compaq's pending purchase acquisition of Digital Equipment (DEC: $61; Buy) will create a powerhouse enterprise computer systems player with pro-forma 1998 revenues of about $43 billion. Conservatively, assuming just $500MM in annual cost/expense savings (relative to a combined COGS + operating expense base of $35-40 billion this year) and $200MM/annum goodwill amortization, we calculate the deal could be significantly accretive to 1999 EPS, which could be boosted to roundly $2.50, compared with our present pre-merger CPQ estimate of $2.25. According to the Cowen/Datamation User Survey, Digital and the top two pure x86 plays (Compaq and Dell) loom as the most obvious beneficiaries of NT in the enterprise; the Compaq and Digital merger, all else being equal, lifts Compaq's future enterprise systems mind-share among NT centric sites from 19% to over 30%, leapfrogging IBM and HP.ÿ - Richard Chu, 2/17ÿ $2.50 per share 1999. Just do the math yourselves. It looks like the street is crazy. Can you imagine the short sqeeze if this guy is right? Would that be wonderful to witness or what???

To: Stonehenge who wrote (17964)	3/1/1998 1:42:00 PM
From: Sonny McWilliams	Read Replies (1) \| Respond to of 27012

Stonehenge. Near term it could be one of those situations: Darned if you do and darned if you don't. Like I said: I have a 2 point leeway before I have to go in higher. It depends how things are being looked at. Sometimes shortness in the channels is not too good either but I would think better than being stuffed. gg. Of course I am still of the opinion that CPQ will do great and that is why I had told everyone not to follow suit of selling CPQ just because I did. Like I said it was strictly margin related. If I was not on margin, I would never have considered selling CPQ. But the way the stock was behaving I thought it could go down some, which it did. Now the trick is going back in at the right time. It could be Monday. I will check around some more today and Monday morning. I loathe those decision makings. gg. One of these days I will stay off margins and life will be easier, even though it would mean a bit less profitable.gg. Sonny