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

To: rudedog who wrote (21838)	3/14/1998 6:55:00 PM
From: Dulane U. Ponder	Respond to of 97611

Rudedog, I was not aware of the patent situation cpq now finds itself in. In my post I was thinking only of the Alpha chip and the fact that Dec has good R&D and cpq has none. Thanks for the information! dulane

To: rudedog who wrote (21838)	3/14/1998 8:25:00 PM
From: Spots	Respond to of 97611

>>Several have observed that the PC space will be more and more commoditized, that has been a main topic of discussion in the industry for many years now Exactly so. The industry has been commoditized, which we know. We're constantly talking about delivery systems (BTO versus channel, for instance) to differentiate vendors on this thread. A company has to move out of that to be a world leader in anything. ANYTHING, not just computers. Though it's not directly relevant, it's nevertheless true that Warren Buffet specifically excludes "commoditized" companies from his portfolio, even though they pass all his other very strict valuation tests (AFTER they pass his tests).