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Technology Stocks : Intel Corporation (INTC)
INTC 40.56+10.2%Nov 28 9:30 AM EST

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To: Dave who wrote (168128)7/13/2002 1:20:48 PM
From: Bill Jackson  Read Replies (1) of 186894
 
dave, When things were easy they made big money under the IBM umbrella.
When it got hard they had fat management stsyetms, fat margins, high costs, and they were in a death spiral when HP grabbed them. Will they both now enter a death spiral?

HP is used to fat margins in printers = cash cow, and Dell has indicated they are going to enter printers = death of cash cow, = death of HP/CPQ ???

Bill
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