Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.38

-1.3%

Dec 22 3:59 PM EST

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To: ravi nair who wrote (151851)	12/10/2001 2:37:08 AM
From: qgambit	Read Replies (1) of 186894

Re: What is your take on the HP / Compaq merger? Is it advantageous for Intel to have 1) a single behemoth pushing Itanium OR 2) HP and Compaq fighting it out in the market, providing better price/performance making Itanium an even more compelling buy for enterprises? It is in Intel's best interest to have that market be as perfectly competitive as possible. The less number firms sell itanium the worse it would be for Intel. The best scenario for Intel would be a huge number of itanium sellers which are small and virtually indistinguishable for one another. The worst scenario for Intel is only one huge behemoth selling itanium system.

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