Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 50.59

+4.9%

Feb 6 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Engel who wrote (5051)	11/10/1996 11:23:00 AM
From: cody andre	of 186894

Lots of CPQ key people are jumping ship at Compaq according to the latest issue of BusinessWeek. Do you think that we could be at the high end of this PC cycle? Abby Cohen of Goldman Sachs was bullish on CPQ and Dell in her Barron's interview a few weeks back. I run a personal informal survey of potential buyers at local stores of CompUSA, Bet Buy, Micro Center and it appears that there is a lot of price resistance. Most of the would-be buyers are just "window-shopping" waiting for after Christmas sales of 25-40% depending on configuration and accessories (color printers, etc.) Also, a friend of mine in the computer business told me that many small- and medium-size companies are reluctant to replace the entire line just because Microsoft and Intel are coming out with improved versions. Besides capital investments, he told me that their reluctance comes from training costs with many employees leaving for other companies. // CA

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next