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

To: Windseye who wrote (21906)	3/15/1998 1:18:00 PM
From: Satish C. Shah	Read Replies (1) \| Respond to of 97611

Hello: I want to read the article. I could not find it on the ZDNET/pcmagzine site. Please help. Thanks. Regards, Satish

To: Windseye who wrote (21906)	3/15/1998 5:56:00 PM
From: mozek	Read Replies (2) \| Respond to of 97611

Dvorak's scenario would be quite a bit different than what I expect. First, I don't think Intel could buy Compaq in the current political environment. Even if they could, there seem to be more reasons against it than for it. Second, I think it would be much harder for someone to out-OS Microsoft in the near future than to out-CPU Intel. I think it's harder to conjure up a successful operating system than many people realize. I do think that Alpha will be competitive with Merced for longer than previously estimated. Of course, I could be completely wrong :-) Mike