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

To: Brent Donalson who wrote (22617)	3/19/1998 8:41:00 PM
From: Spots	Respond to of 97611

>>Dvorak's case was case was the Alpha chip ... Dvorak's case was partly the Alpha chip and other drivel, supporting my case (about his head location). He ignored (or was, more likely, unaware and/or unable to comprehend) my case on relative sizes and resource requirements, which (my case, that is) is good, and Rudedog's case on markets and strategies, which is far stronger. Indeed, Rudedog's case is compelling and the real crux of the whole business, or rather, of the absurdity of it. Give me a break--no way Andy's gonna piss off his entire non-CPQ clientel by selling against them; shoot, by amassing an ARMY against 'em. He's been silly enough to try that before (heck, he's an engineer) and has paid the price. But Intel was much smaller then. If he does, a new day will dawn at AMD, SGI, Cyrix, etc, etc. Well, I suppose we should never underestimate hubris, but I just can't buy it.