Compaq Message Board - Msg: 14246669

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Technology Stocks : Compaq

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To: Night Writer who wrote (84342)	8/21/2000 9:57:40 AM
From: Elwood P. Dowd	Read Replies (2) of 97611

NW.... "Knowtechs" at the RB/CPQ board said this... "Raccoon - The shortage mainly includes 700 MHZ PIII chips and 700 Mhz Xeon chips. I think Intel is playing their classic marketing game. Ramp up on the newer faster chips and quit producing as many of the "current chips". Thus creating an artificial demand for the "current speeds" that Intel can then say "oh but we have the newer ones ready now". Then they get a premium for the chips. Meanwhile maintaing a premium price for the older ones too. Intel is in their own world. If the industry would support and help companies like AMD with their Athlon and Compaq with their Alpha, the industry would deal Intel a well deserved blow! By the way CPQ is Intel's single largest customer, bar none. Intel is very arrogant and thinks the world will continue to go their way. Sound familar? Talk about an anti-competitive company! Microsoft is nothing compared to Intel.

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