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Technology Stocks : Intel Corporation (INTC)

INTC 37.83

-4.3%

Dec 12 3:59 PM EST

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To: Tony Viola who wrote (136364)	5/31/2001 12:25:02 AM
From: rudedog	Read Replies (2) of 186894

Tony - the "animosity" ended years before Pfeiffer left - and much of it was posturing anyway. CPQ never gave a thought to using anything but Intel parts in their servers or commercial desktops even at the height of that posturing - which was mid-90s. And the engineering teams continued to work closely throughout. My understanding is that the current relationship is closer than it has been in a long time. The joint development of the CPQ "blade" server with Intel hardly signifies any "animosity" - if reports are correct, Intel is helping CPQ to develop a significant competitive advantage. Intel has an ax to grind too - in contrast to the competing transmeta crusoe designs, it shows how a tualatin mobile processor can achieve both strong peak performance and excellent heat management in an ultra-dense server architecture. But CPQ needed both processor and chipset hooks to make that work, and according to several press stories, that is exactly what Intel delivered.

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