Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Bosco who wrote (84857)	9/21/2000 11:12:27 PM
From: Night Writer	Respond to of 97611

Bosco, You got it! I would also like to add that AMD is also cranking out fast chips for the low end and CPQ is one of their large clients. Dell does not buy from AMD. So predicting PC demand based on INTC alone is no longer valid. A 2 or 3% reduction in INTC's revenue could be due to a combined loss of market share and price competition. Something INTC would not announce. The market may wake up to this fact sometime tonight. But then again, that would require some calm cool evaluation. That might be too difficult in the middle of oil, euro, inflation, and earnings panic time. NW

To: Bosco who wrote (84857)	9/22/2000 8:31:31 AM
From: MeDroogies	Read Replies (1) \| Respond to of 97611

I understood what his point was. The logic doesn't follow, however, because of the deal that CPQ cut a while back. That is what I was saying. CPQ has set orders for a certain large number of chips for delivery, at set prices. If INTC can't deliver them, it isn't a result of poor CPQ performance, but rather INTC. However, I agree that CPQ will suffer as a result. But only because traders these days are not among the best and brightest.