Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: mozek who wrote (21888)	3/15/1998 11:03:00 AM
From: Windseye	Read Replies (4) \| Respond to of 97611

Mike, The latest issue of PCMag presents JOhn Dvorak's latest speculations regarding the computer biz. Very entertaining... he predicts Intel buys CPQ. The combo is unbeatable, can even conjure an operating system having both THE CPUs (x86, Alpha, Merced) as well as the operation to produce the boxes and networks! Very tidy theory... He notes that ALpha moves to 600mz shortly and then to 1 billion next. Very speedy, and keeps DEC Alpha machines ahead of Merced for much more time than already estimated (3-4 years).

To: mozek who wrote (21888)	3/15/1998 11:44:00 AM
From: Jack T. Pearson	Respond to of 97611

mozek, Good post. One other thing to consider is that Compaq and Dell aren't competitors in the same way that Compaq (or Compaq/DEC), IBM, and HP are. Some customers only buy direct and some customers only buy retail or through distributors. And direct sales are currently only a relatively small segment of the PC market, although a growing segment. Jack

To: mozek who wrote (21888)	3/15/1998 9:40:00 PM
From: Jason W. France	Respond to of 97611

Mozek, very logical and concise. CPQ using Alpha to take on Mr. Grove and Mr. Barret hmmmmmm never even thought about that. That could get real interesting real fast. I just assumed they would close the alpha stuff down. AS far as a formal "restucturing plan" from Mr. Mason and Mr. Pheiffer, I bet there never is one published. that's one of my biggest complaints about CPQ. no clearly communicated vision to their shareholders or customers They might prove me wrong and publish a clear business plan and operating model, but I am not holding my breath Jason