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Technology Stocks : Intel Corporation (INTC)

INTC 37.51

-0.8%

3:59 PM EST

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To: John Carson who wrote (50624)	3/17/1998 1:25:00 AM
From: BelowTheCrowd	Read Replies (1) of 186894

John, The bulk of CPQs inventory problem is in their servers, not their desktops. This is still not a huge part of Dell's business, and their prices are already significantly lower than CPQ, HP and IBM due to a very different strategy towards selling those systems. CPQs price drops on servers will, at best, bring them in to line with where DELL already is. mg

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