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Technology Stocks : Intel Corporation (INTC)

INTC 37.82

-4.3%

3:59 PM EST

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To: VICTORIA GATE, MD who wrote (49952)	3/6/1998 8:03:00 PM
From: henry tan	Read Replies (1) of 186894

All, Does anyone one think the same ways I did... When I saw CPQ used AMD K6, my instinct tells me CPQ is in kind of trouble, 1. It is likely that CPQ is forced to adopt cheaper components to compete with Dell. The market share is dropping in advance, now CPQ has to lower price to capture lost customers. 2. It may use any components in the PCs if that is cheap enough and can be replaced to save any cost. To compete BTO, the quickest way is to find cheaper supply too. 3. CPQ is not faster enough to sell P II. I saw more co. buy P II from Dell than CPQ. Lots of the buyers/IT were old CPQ customers. These are simply my speculation and they show weakness in CPQ. I don't own CPQ stock, But I used many CPQ computers before. -Henry

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