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

To: Harry Landsiedel who wrote (27976)	6/22/1998 6:30:00 PM
From: Roads End	Respond to of 97611

Harry...Thanks for the link. That really was a worthwhile read. Steve

To: Harry Landsiedel who wrote (27976)	6/22/1998 6:33:00 PM
From: Daniel Liberty	Respond to of 97611

Harry, Thanks for posting a very interesting article. I think Compaq has a wonderful opportunity with Alpha and NT. With the inroads that Compaq and DEC already have in the server environment they are in a position to give HP, Dell, Sun, and IBM real problems. The story will unfold this fall as Compaq and DEC come together. Good luck to all. Dan

To: Harry Landsiedel who wrote (27976)	6/22/1998 8:17:00 PM
From: Stevefoder	Read Replies (1) \| Respond to of 97611

What type of revenue does Compaq get when someone else (e.g. Samsung) manufactures the Alpha chip? Will Compaq will get some licensing revenue? Does anyone have some idea of the kind of agreements that Compaq has with the fabricators and what type of revenue that will mean for Compaq? Steve S.