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Technology Stocks : Intel Corporation (INTC)

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To: Tony Viola who wrote (79169)	4/15/1999 12:07:00 AM
From: Fred Fahmy	Read Replies (1) of 186894

Tony, <..a company that buys two big over the hill companies in the same year.> I think it is clear that CPQ's purchase of DEC was to mask some of their own problems. After the channel stuffing incident of late 1997 early 1998 the company new they had problems for the better part of 1998. DEC was a diversion from the real problem which was/is falling market share. Since they were one of the big advocates of low end PC's, it is safe to say that they experienced more cannibalization of higher end machines than your average box maker. In other words, their mix was less favorable. GTW, DELL and others have put the hurt on CPQ in a big way over the last several years. Their response is to make excuses for three quarters of the year and then make a huge push in the retail channel in Q4 to make things look like they have turned around significantly. I think CPQ has seen its best days. Intel and Dell are first tier. AMD and CPQ are definitely the B team. FF

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