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Technology Stocks : Intel Corporation (INTC)
INTC 43.75+0.6%Dec 3 3:59 PM EST

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To: GVTucker who wrote (112419)10/4/2000 4:59:55 PM
From: Tony Viola  Read Replies (2) of 186894
 
GV, Blaming Europe and small business market.

What's more to blame is the fact that they're still 80% PC, while they desperately want to move up the food chain. CPQ has PCs down to less than 50%. Bigger systems = bigger margins, plus lots of services revenue. Think Sun Microsystems. Of course, CPQ bought Tandem and DEC a couple of years plus ago. Those deals are looking awfully good today.

I can't feel sorry for Dell, remembering Mickey D's comment that Compaq wasn't even in the rear view mirror, or something like that, just a few months ago. What Mickey's doing now is eating others' exhaust.

Tony
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