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Technology Stocks : Intel Corporation (INTC)
INTC 44.06-3.2%3:59 PM EST
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To: Paul Engel who wrote (50088)3/7/1998 11:34:00 PM
From: G.M. Flinn  Read Replies (2) of 186894
 
Paul, your CPQ analysis is right on the mark.
Best explanation I have seen posted, and similar to what many of us have been posting and/or thinking. Two Questions: 1) DELL seems to be the only remaining pure play, with a unique, profitable strategy focused on the high end of PC capabilities ... arguably the best "value" when balancing price (usually lower), timeliness and purchasing ease, i.e. minimal brain pain. Will or can CPQ go after DELL's high end stronghold with a one-time fire sale? I pose the "can" because I do not think CPQ's cost structure will allow it. Should CPQ sell a nearly identical machine to DELL it will either make less money or lose money. I also have to believe that more sophisticated buyers (consumer 2nd and 3rd time, corporate, government) are not likely to radically alter buying patterns to save 1% or so on a one-time basis. Your thoughts? Has CPQ seriously damaged itself for some time to come?
2) If I were AMD I would literally be %$@tting bricks that INTC is moving downstream rapidly. Does this move literally slice computers into two sectors ... a) cheap, works well with today's technology and b) leading-edge / more powerful to handle future software and technology? I see little in between.
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