INTC Message Board - Msg: 4269253

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Technology Stocks : INTC

INTC 40.12

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3:59 PM EDT

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To: Jules B. Garfunkel who wrote (881)	4/30/1998 12:04:00 PM
From: Harry Landsiedel	Read Replies (1) of 990

Jules. Re: Future of computing. Thanx very much for your insightful response. Its very rewarding to read some thoughts that transcend the daily whining about stock prices. Couple of thoughts. I was surprised to see DELL mentioned. As far as I know they currently don't have a service capability (as currently defined). Am I missing something here? I was somewhat mystified by Intel's entry into the service arena and still not sure it represents a large potential for them. It seems to me that it could dilute their margins. I agree with you about CA. I think it has not been included by many others and could be a real sleeper. Finally, any thoughts on who might buy EDS or Computer Sciences... besides lycos or AOL? How about K-TEL? :) HL

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