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

To: Uncle Frank who wrote (26839)	5/31/1998 1:47:00 AM
From: rudedog	Read Replies (1) \| Respond to of 97611

I would think that the answer to both questions is yes. But who can tell what that translates to in stock movement?

To: Uncle Frank who wrote (26839)	5/31/1998 2:12:00 AM
From: ed	Respond to of 97611

The delay of Mercede definitely make Alpha more valuable if MSFT will fully support. The delay of Mercede will have a impact on MSFT if Alpha can't back up. I do not think MSFT will bet its future major market on Mercede alone, it is always safe to have two cards on hand , instead of one. If you are the IT manager and need the 64 bit technology to meet your need of processing power. If Mercede is not available but Alpha, and which is probably even better, then what are you going to do ? To the IT managers, it does not matter whether it is mercede or Alpha, as long as it offers the true 64 bit power, and software support , and a clear roadmap of future product development.

To: Uncle Frank who wrote (26839)	5/31/1998 2:13:00 AM
From: mozek	Read Replies (2) \| Respond to of 97611

It seems to me that it may, but I'm not sure. The only way that it would would be if Microsoft was perceived as targeting Alpha with increased enthusiasm as a result. I also talked to an IT manager today who said that Compaq is still thought of as having quality problems in the corporate world. I don't like to hear this because I'm long a LARGE number of shares, and I really hope they address these issues. Mike