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Technology Stocks : Intel Corporation (INTC)
INTC 41.41+2.2%Dec 5 9:30 AM EST

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To: Mary Cluney who wrote (44306)1/7/1998 8:54:00 PM
From: Barry A. Watzman  Read Replies (4) of 186894
 
>re: "Since achieving the top position at Compaq in 1991, Eckhard Pfeiffer appears to have executed flawlessly as CEO."

You've got to be kidding. Pfeiffer "went to war" with Intel once before, in 1995. It got really viscious, and pretty explicit, and he moved almost 100% to AMD processors. And then he got KILLED when the market transitioned to Pentiums, and all of the inventory that CPQ had was 486's that were not selling. He tucked his tail between his legs and patched things up with Intel but fast (there was an unconfirmed rumor that the board laid down the law, which might or might not have been the case, but CPQ took an inventory bath in any case).

Now his true stripes are showing again. He HATES Intel, in my opinion it's a very personal vendetta, but hasn't been able to do anything about it for the past two years. Now he thinks that he can. Maybe he's right. Personally, I hope he gets burned bad.
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