Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 47.14

-6.1%

Feb 10 3:59 PM EST

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To: henry tan who wrote (33158)	9/29/1997 7:32:00 PM
From: Harry Landsiedel	of 186894

henry tan. Re: "Unless, the top ten box makers are earning market shares from third tiers box makers." I think you put your finger on it. CPQ has a 12-13% share or worldwide PC sales, so there is a lot of upside potential for them. Intel has an 85% share, so the upside is not so great. After all if CPQ et al gain share from the 3rd tier, Intel does not increase sales. Because of the upside potential of the top 5 box makers and consolidation going on, many are a good investment, particularly CPQ. CPQ's servers are selling like hotcakes, not representing 40% of profits. Also, the Tandem purchase positions CPQ to move up to the enterprise level. For more input on how the merger helps CPQ and MSFT, see the following: techstocks.com Happy investing. HL

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