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Technology Stocks : Intel Corporation (INTC)

INTC 45.51

+10.7%

Jan 9 9:30 AM EST

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To: Tony Viola who wrote (68493)	11/13/1998 10:06:00 AM
From: Mary Cluney	Read Replies (5) of 186894

Toni,>>>What I've been hearing from some employees though, is that it's changed a lot since Compaq took over. Compaq's manufacturing atmosphere and climate are taking over the former creative engineering atmosphere and climate at Tandem. ...... Just passing on what I heard, since you mentioned Tandem/Compaq. <<< Thanks for providing this terrific inside the industry type of buzz. Perhaps unfairly, it supports my prejudices against Compaq and Compaq management. Compaq basically assemble parts and markets a PC. Compaq is managed by marketing people. I have no doubt they are very hard working and very intelligent. But for them to go from a successful market niche in making boxes to becoming a high tech company is a real stretch. It usually works the other way around. You get some techies to come up with some innovations and the right marketing guys to come along and exploit the hell out the product - and finally killing it by squeezing everything out of it. I can't imagine CPQ Eckhardt Pfeiffer sitting down with his engineers and explain his "vision" for the company. I remember stories about John Scully having those tortured meetings with his tech people while developing the Newton. In Scully's case, he had a least a modicum of charm that he could turn on when he needed it. I don't see any charm or charisma in Eckhardt Pfeiffer. All I see is a very ambitious person hungering to turn CPQ into the biggest computer company in the world. But what do they do really well? They have the alpha chip - but do they really know what to do with it? They have Tandem - but what are they going to do with it? They provide services - but would I really call on them if I have a serious IT requirement? If I wanted to buy a terrific PC - would I go to them? For me the answer would be no. If I wanted to buy a cheap PC - would I go to them? For me the answer would probably be yes - but for guys like Paul Fiondella - they will find better value elsewhere. As for their management - I was just watching Michael Dell on Squawk Box and compared his interview with Pfeiffer's the other night on CNBC - I'm tempted to short CPQ. Regards, Mary

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