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Technology Stocks : Intel Corporation (INTC)

INTC 40.03

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To: Jules B. Garfunkel who wrote (50155)	3/8/1998 2:19:00 PM
From: Paul Engel	Read Replies (1) of 186894

Jules - Re: "Excellent assessment Paul," Thank you! Re: "the only two major OEM suppliers, to have reported inventory buildups yesterday were CPQ and IBM. Can we read anything into this?" Yes and no. The damage that Compaq did to itself is spreading to Intel and almost everyone else. Remember - when they pushed the sub $1000 PC, every PC segment went for an elevator ride - to the basement. And that will effect every PC maker eventually in addition to Compaq and IBM. In a sense, Compaq followed the Cyrix CPU and AMD CPU strategy - let's sell these for little or no profit - that will be great for our other businesses! Sure - now most of their desktop business is headed for $1000/machine. Look for Compaq to announce a strategy aimed at "Corporate and Server/Enterproise computing as well as Workstations". Paul

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