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Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%Nov 14 9:30 AM EST
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To: Paul Engel who wrote (64170)9/10/1998 10:38:00 AM
From: rudedog  Read Replies (1) of 186894
 
CPQ tends to standardize around these kinds of key components across all products. The collaboration between CPQ and TI in the early 90's which resulted in the 10/100 TLAN chip is an example - CPQ quickly moved the chip into virtually every LAN product. I would expect to see no chip other than the Intel/CPQ design used in any significant volume, as soon as normal product cycles push the Intel/CPQ chip into the stream. Keep in mind that CPQ also has a significant network products business outside of its own use of the chips for CPQ machines.
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