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Technology Stocks : Intel Corporation (INTC)
INTC 37.24-2.8%3:59 PM EST

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To: Scumbria who wrote (78443)4/11/1999 2:20:00 PM
From: Diamond Jim  Read Replies (1) of 186894
 
"If anything, this will push them towards alternate suppliers. Compaq and most other OEMs are not happy about the fact that Intel gets most of the profit out of each box. That is one reason why they are always looking for lower cost CPUs."

That is almost comical. Dell has gone through the roof over the last two years while Intel has basically reduced manufacturing costs to keep profit margins up. It's about time that the boxmaker feel the pinch as well. CPQ's lack of a Dell business model is hurting them and they have already tried an alternate OEM source, let CPQ buy AMD.
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