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Technology Stocks : Compaq

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To: Knighty Tin who wrote (46592)2/1/1999 7:04:00 PM
From: DownSouth  Read Replies (1) of 97611
 
Intel does have some technology expertise. However, like Apple before them, they think that gives them the right to gouge. And, of course, the sub 1K market took them completely by surprise and they are still not ready to address it seriously.

With all due respect, sir, you are way behind on your INTC information. Yes, the <1K took them by surprise. No, they ARE addressing it very effectively.

The rest of your post about CPQ channel stuffing, receivables is interesting, but I don't see any facts to support your points. And your points seem at odds with the company's reports. If you care to expand I would greatly appreciate it.

Sincerely
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