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 : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: rudedog who wrote (56315)	5/29/1998 7:28:00 PM
From: John Koligman	Read Replies (1) \| Respond to of 186894

Hello Rude, Yes, I did see your posts on both the CPQ and Dell threads. Nice call... Any guess as to possible short term impact on CPQ? My feeling (excepting the Merced delay, don't see how that can be a positive) is that Intel's and Microsoft's problems can only help the boxmakers, as the semis fight it out on price,(just like the boxmakers, for a change!!) and Microsoft becomes a bit more 'forthcoming' on allowing PC makers greater freedom to change the look and feel of WIN... John PS - Another positive as I see it for CPQ is that they now have a longer window to sell the hell out of Alpha while locking out competition in the form of Dell and others due to the Merced delay.