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Technology Stocks : Intel Corporation (INTC)
INTC 40.56+10.2%Nov 28 9:30 AM EST

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To: Sonny McWilliams who wrote (47117)2/3/1998 11:34:00 PM
From: StockMan  Read Replies (1) of 186894
 
Sonny,
Re -- about mergers in the cpt.industry.

Is Intel in the computer Industry? It sells chips. Is MSFT in the cpt industry? it sells software...

Okay give us one example of 2 large companies merging/acquistion in the computer/Networking/Semiconductor/Software industry..

Re -- It may have only 16% of the market but it is No.1

Being No 1 in a particular field does not put it in the same class as MSFT or Intel.. If that were so 3Com is #1 in remote access. <g>

Also the articles sometimes say cisco sometimes cpq and more recently they are saying Lucent..

Re -- Anyhow, what are my choices? I will keep my fingers crossed.

I don't mean to say that the CPQ/DEC merger will not succeed. Just pointing that it is a big risk.

Stockman
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