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

To: Racso who wrote (55219)	3/30/1999 2:34:00 PM
From: Kenya AA	Read Replies (1) \| Respond to of 97611

Thanks Racso. CPQ is now starting it's 5th week of basing. A "relatively solid" base is considered to be a minimum of 5 weeks - 7 is desirable. Although the DELL meeting could provide a catalyst for a CPQ breakout(at 34), I hope that won't happen. I would rather see a longer base and a breakout at earnings time - INTC's earnings report may do it. K BTW, just for a point of reference, INTC is basing as well (115-125) - exact same time frame as CPQ. These two stocks still move in tandem. INTC will trade split-adjusted on the 12th.

To: Racso who wrote (55219)	3/30/1999 3:04:00 PM
From: rupert1	Read Replies (2) \| Respond to of 97611

Intel/CPQ: The other day I re-posted a reference by she_x about some snippets she had heard in Houston about Intel making COMPAQ boxes. Following up on this, I have been told by someone knowledgeable about COMPAQ, that the reference might have been to the forthcoming 8-way (8 CPU) Pentium III XEON Servers. Apparently, CPQ has been involved for a long time with a company called Corollary and assisted it in the development of SMP chipsets. I understand that the 8-way servers are going to be based on a chipset / architecture called "Profusion". The chipset will actually be labelled "Compaq" and all vendors/manufacturers wanting 8-way products will have to pay royalties to Compaq for each machine produced. It would be good if they were forced to put "Compaq Inside". Intel bought Corollary a while back. The royalties to COMPAQ derived, in this way, from competitors, will help lower the cost of the machines and increase margins.