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

To: John Koligman who wrote (26757)5/29/1998 8:06:00 PM
From: rudedog  Respond to of 97611
 
John -
You will have seen
exchange2000.com
Yes I think this is very good news for CPQ, could not have come at a better time.



To: John Koligman who wrote (26757)5/29/1998 8:53:00 PM
From: Techie  Read Replies (2) | Respond to of 97611
 
I think saying this is good for Alpha would be a little too optimistic. Alpha was doing poorly before Merced and the delay wouldn't make much of a difference. If anyone, this should benefit SUNW a lot and perhaps SGI a little. Probably IBM AS400 would get a longer life as well.



To: John Koligman who wrote (26757)5/30/1998 1:43:00 AM
From: Jack T. Pearson  Read Replies (3) | Respond to of 97611
 
Merced is a workstation/server chip. It will probably cost $4000+ in bulk buys. A six month slip is a lot of lost revenue. But some of the loss will be made up in increased sales of other high performance Intel chips. Alpha won't get it all. I believe Compaq's ability to sell Alpha will be limited because I don't think they are dumb enough to sell it at a loss with the shadow of Merced looming over them.


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