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: Sonki who wrote (8621)	11/5/1997 11:02:00 PM
From: Kai-Uwe	Respond to of 97611

Conditionally I agree with you. However, intel is smarter than Microsoft/Bill Gates, or maybe just less ruthless. They will not want to piss off the whole industry with muscle tactics. Andy Grove is not Bill Gates, and will never be like him. He doesn't have the burning urge to prove to the world that nerds can actually be 'cool'... Honestly, take for example if intel were to full-force work at conquering the PCA market. They would immediately turn their biggest customer (CPQ) into their biggest enemy. It happened in 1994, and both companies lost. It will not happen again! intel and CPQ will not give up their good (and extremely beneficial for both parties) relationship again. They both learned from their mistakes. If you remember in 1994 Eckhard Pfeiffer went around the world saying "who cares if it's intel inside as long as it's CPQ outside" - and people bought AMD 486 machines like nobody else. Then both realised that they can't live without each other and decided to come to terms again. CPQ became single-biggest Pentium vendor pretty much overnight! Regarding the notebook arena here things are a little different: agree that the CHIPS purchase is very clever - strategic one could say. However, it just shows that intel is trying to cover ground it itself has not been 100% successful. In the notebook arena intel is trying to build a processor solution that has the chipset integrated. Hence the addition of CHIPS to the intel portfolio of companies... Take care Kai

To: Sonki who wrote (8621)	11/5/1997 11:02:00 PM
From: Analog Kid	Respond to of 97611

Intel is in the business of selling chips and any other venture they get into or company they buy is with the sole purpose of selling more chips.......... It's really the only thing they do well....... They are failing in their attempt to grab market share from 3COM in the adapter market. 3COM already makes and sells adapters on a chip. That's old news.