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Technology Stocks : Intel Corporation (INTC)
INTC 38.16+2.5%Nov 7 9:30 AM EST
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To: Scumbria who wrote (78569)4/12/1999 10:53:00 AM
From: Paul Fiondella  Read Replies (1) of 186894
 
But you are not getting to the root of the CPQ problem

Did CPQ suffer these losses because its profit margin was squeezed by selling Celerons or did CPQ suffer these losses because it stuffed the channel with a lot of obsolete AMD chip based boxes that it could not sell?

I believe CPQ relied heavily on AMD to produce low cost sub $1000 products. I also believe that AMD could not produce enough higher end chips in Q4 last year and that CPQ was faced with a glut of 300's to try to sell against Celerons.

You tell me since you follow AMD closely.

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