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

To: Joey Smith who wrote (40695)	11/19/1997 7:46:00 PM
From: Diamond Jim	Respond to of 186894

RE:It seems to me there is a power struggle going on in the industry and both CPQ and Intel want to be King Pin. This move, if it happens, is purely politically driven imo. But, it wont look good for Intel, Maybe it is a low risk move, if they can't get all they want from AMD then go cry to DOJ and Intel has to sell to them. CPQ has no loyalty. jim

To: Joey Smith who wrote (40695)	11/19/1997 7:53:00 PM
From: John Koligman	Respond to of 186894

Joey - First of all, CPQ would not get price concessions from Intel or anyone else if demand was strong enough for Intel to sell all it's chips for top dollar. Second, of course every company wants to be 'King Pin'. Isn't that what Intel is in it's corner of the world? It's much better for CPQ and every other boxmaker if they have more choice. Do you think Intel would have come out with it's sub 1K roadmap if that were not the case? I agree with what Paul E. has been saying about Intel being great at reacting - that's what they are doing right now. It will be interesting to see how it all plays out, and in either case, the consumer will be a winner here... John PS - I hold shares in CPQ and bought Intel at 74 and change recently, hope both do well...