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

To: gao seng who wrote (26886)5/31/1998 10:53:00 PM
From: Eddie Kim  Respond to of 97611
 
>>I orignally thought Compaq was going to be punished by Intel when they announced that Compaq would sell AMD cpus in their PCs several months ago, and was delighted to see my prediction come true by seeing their stock price take a beating.

Are you trying to say that Intel punished Compaq by pushing down CPQ?

>>...to get the Wal Mart connection will win the home user market. I believe this will be Dell

Are you saying that Dell will start relying on a reseller such as Wal-Mart?



To: gao seng who wrote (26886)6/1/1998 5:36:00 AM
From: SC  Respond to of 97611
 
Re: <<I think Compaq sells crappy PCs to the home user, but are far superior in the business end.>>

Superior to whom? See my last post, and we just learned through Rudedog that Compaq's management is working on that.

<<But there option is Compaq via the Alpha chip to compete with Ultra Sparc. >>

Quite possible, considering it is said that the code name for 64 bit Windows NT is Sundown.


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