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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Harry Landsiedel who wrote (88678)	9/22/1999 6:44:00 PM
From: Elmer	Respond to of 186894

Intel Investors: More indications Compaq keeps tightening the belt over in Alpha land. yahoo.cnet.com "Compaq has dropped its plans to convert its version of the Unix operating system to Intel's upcoming high-end processors, the computer maker confirmed today. As expected, Computer will focus its energies on developing and marketing its Tru64 Unix only for its own chip, the Alpha, not Intel's future IA-64 family of chips. Compaq announced the move in a memo to employees today. The decision will mirror the end of the development of Windows NT and its successor, Windows 2000, for use on the Alpha chip, a move that led Compaq to dismiss about 100 engineers. Though Compaq says the move shows it's focusing sharply on the markets where it can stand out above its competitors, the move is an acknowledgment that it will have to scale back the grand expectations that came with the acquisitions of Digital Equipment Corporation in 1998 and Tandem Computer in 1997. " EP

To: Harry Landsiedel who wrote (88678)	9/23/1999 8:24:00 AM
From: JDN	Read Replies (1) \| Respond to of 186894

Dear Harry: However, Intel's focus (properly so IMHO) has always been on Gross Margin Dollars not "%". They figure 5% of something is better than 100% of nothing. Yes, that is true SO LONG as the other revenue $$ are also increasing. If it should turn out that the future revenue increases of INTC are coming from a lower margin business the stock will be assigned a lower PE I would think. Also, I hope that INTC will not be irritating their other customers by becoming somewhat of a competitor. If so, they might as well just become a completely integrated box maker themselves. An INTEL computer would likely have the strongest brand recognition of any of them. JDN