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

To: William Hunt who wrote (26860)5/31/1998 1:36:00 PM
From: rudedog  Respond to of 97611
 
Bill -
The windfall of cash is nice for CPQ but they tend to manage these businesses on a going-forward basis so that money will not directly offset Alpha costs. They like to tie the finances for a product into a nice tidy chunk, so that a per-processor rebate or royalty would figure into Alpha costs but a 1-time cash payment would not.

As to Intel making Alpha a win-win, I think that would be smart for them but they have a pretty severe NIH syndrome. Time will tell.


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