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Technology Stocks : Intel Corporation (INTC)

INTC 38.46

-2.6%

12:03 PM EST

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To: Scumbria who wrote (73347)	2/10/1999 5:52:00 PM
From: John Hull	Read Replies (1) of 186894

S, So let me get this straight. The theory is for Compaq to buy AMD outright? AMD has proven to be a long term cash drain, do you think that would change by being bought by an OEM? Gee, AMD was so proud of the fact that they have design wins at nine of the top ten PC OEMs. Do you think they would retain those design wins if they were owned by the number 1 PC OEM? Do you have precedent that shows a computer OEM with a captive CPU business being successful in selling merchant market CPUs to other top 10 OEMs? Choose your response carefully... regards, jh

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