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To: Senator949 who wrote (29105)7/15/1998 8:39:00 AM
From: Mark Woolfson  Read Replies (2) | Respond to of 97611
 
I also think this Alpha chip thing with INTC is not over yet. Something has to change. I think INTC gets the raw end of the deal here in the short-term and DELL may be in trouble if CPQ and turn out some Alpha workstations that are attractive to would-be DELL workstation purchasers. I know DELL's marketshare is growing in this arena and CPQ just needs to chip away for good solid long-term growth.

Mark



To: Senator949 who wrote (29105)7/15/1998 8:41:00 AM
From: PCSS  Read Replies (2) | Respond to of 97611
 
#1 - INTC now is one of the fabbers of Alpha

#2 - I love CPQ's aggressive move with Alpha, I believe this will payoff bigtime


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