Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 53.33

+9.7%

12:20 PM EST

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To: Ibexx who wrote (30020)	8/22/1997 11:56:00 AM
From: Joey Smith	of 186894

ibexx, thanks for the advice...it just strikes me that hwp and gtw's PE's are both 10 and 20 points less than cpq and dell's respectively. Both have good brand equity, and in a growing mkt., both should do well even as the 4th or 5th player if they have the right business model. Gateway strikes me as very agressive, especially in the server/workstation market, and hwp should do well once they divest certain business units. i agree, though, that it seems cpq and dell are getting stronger and stronger. also, any news on marimba IPO?? joey

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