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

To: John Koligman who wrote (40706)	11/20/1997 10:05:00 AM
From: mauser96	Read Replies (1) \| Respond to of 186894

Mr. Pfieffer has done very well for his stockholders, and my comments weren't intended to be critical of his efforts. He has CPQ interests to look after, not Intel's interests. I do believe that "build to order" will follow "just in time" as inevitably as day follows night. This will take place not just in the computer building business, but in almost all business. It is most critical in the computer industry because inventory value shrinks so fast, but it applies to most industries. BTO wasn't possible in most cases until the computer /communication revolution allowed companies to integrate. As you point out,service and support are important, but over the real long run I believe Compaq is on the wrong side of a revolution. A good part of Compaq's sucess with servers is based on purchasing officers feeling like they used to with IBM.(if it doesn't work I won't get fired for buying it) It's probable that HP will be a very difficult competitor when Merced comes out, and their close relationship wiith Intel pays off. Compaq will be far back in the line to get access to new technology, especially now that they are using AMD chips.Compaq may have made a tactical sucess at the expense of a strategic mistake. In the shorter run the prospects look good, but much of this is already in the stock price. I won't be buying any, but good luck with your investment!