Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 43.75

+0.6%

Dec 3 3:59 PM EST

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To: robbie who wrote (50165)	3/8/1998 11:59:00 PM
From: Paul Engel	Read Replies (1) of 186894

Robbie - Re: "how do you think Compaq's problems will play out? " I'm not really an expert on Compaq but I'd guess that after a bad quarter (Q1) they will experience additional problems in Q2 with profitability - due to continued declines in PC pricing as they try to flush their glutted pipelines and no immediate way to reduce costs. Then when the DEC acquisition is completed - Q3 or Q4 (I'm not sure), they will invariably begin deep write-offs of DEC's assets, shut down DEC divisions which compete with Compaq - PCs, notebooks, and again face poor or negative earnings. Too bad for Massachusetts - the Celtics will have some company in the bad news department. Other than that, things look real good for Compaq!!!??? I hope Pfeiffer loves all those little MediaGX and K6 chips that bring him so much profit! Paul

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