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

To: John Koligman who wrote (40693)	11/19/1997 7:37:00 PM
From: Diamond Jim	Read Replies (1) \| Respond to of 186894

John, what is going on with your BAY ? jim

To: John Koligman who wrote (40693)	11/19/1997 7:48:00 PM
From: Joey Smith	Read Replies (1) \| Respond to of 186894

John, imo, CPQ is taking a big chance...Can AMD deliver (they can't so far it seems), Intel brand name might be bigger than Compaq's, quality of K6 chips, etc. True, Shiester Sanders probably sold his shareholders out by cutting this deal, but there are transaction/coordination costs by moving to a new supplier...As Michael Dell put it, "it just isn't worth it." joey

To: John Koligman who wrote (40693)	11/19/1997 8:57:00 PM
From: mauser96	Read Replies (1) \| Respond to of 186894

It is well known that Mr. Pfeiffer is unhappy with the constant rapid changes in computer technology. He would much rather have the business turn into something like refrigerators, where there is minimal technology challenge, and a company can get ahead and differentiate itself with trivial features and massive advertising. He also has had a somewhat rocky relationship with Intel. He will do anything he can to try to wrest control of the industry from Intel , hopefully leaving him in a more powerful position. I have owned Compaq's, but will never buy another- in general they are overpriced and underperforming machines. But they do sell a lot of them and appear to be gaining market share. I doubt if this will last because eventually almost all computers will be built to order, a field where they have minimal experience and no marketing advantages. Meanwhile Compaq and Intel are uneasy bedfellows who need each other.