Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.66

+1.3%

Dec 29 3:59 PM EST

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To: Gary Kao who wrote (39709)	11/10/1997 12:30:00 AM
From: SisterMaryElephant	Read Replies (1) of 186894

Gary, <I wonder why CPQ didn't get the conversion going sooner? It irks me that they have recently been able to achieve gangbuster results without being on the leading edge of Intel's latest offerings. Half a decade ago, CPQ was late to convert from the 486 chips to Pentium & paid dearly for the delay in market share.> My guess is that 5 years ago Intel had the capacity in place to push the Pentium out to OEM's that wanted it ( who did'nt? ). Compaq, as you correctly said, paid for it. This time around, however, Intel does not seem to have the desired volume to repeat, so Compaq did well. BTW, good observation about Compaq now trying to push the PII. Regards. SK

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