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Technology Stocks : Intel Corporation (INTC)
INTC 47.76+1.3%1:00 PM EST

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To: Barry A. Watzman who wrote (33195)9/29/1997 11:58:00 PM
From: Harry Landsiedel   of 186894
 
Barry. re: "the upside is not so great" All of what you say is true and is a very nice summary. However, you took my remark out of context.

The question was, "Why is CPQ and Dell going up more than Intel?" And I believe my answer was correct. CPQ can grow faster than Intel by gaining share. After all, CPQ is selling those servers as fast as they can make them and will sell product with the Merced chip.

HL
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