Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 48.80

+5.0%

Feb 2 3:59 PM EST

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To: Barry A. Watzman who wrote (49537)	3/5/1998 10:38:00 AM
From: Beachbumm	of 186894

Clearly, DEC couldn't position Alpha. Mgmt just ran that show into the ground. But I well remember the mid 80s when DEC meant high performance computing. It will be interesting to see what CPQ does with it. As for writing the epitaph on Sparc, no way. I note that it is INTC that is warning the street, not SUNW. It has been speculated on the SUNW thread that Darwin may be partly responsible. In other words, is INTC's problem really that it doesn't have a low cost pc chip or that its higher performance (higher margin) chips have significant competition? Just my humble observations. Beachbumm

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