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

To: Barry A. Watzman who wrote (44351)	1/7/1998 9:38:00 PM
From: Mary Cluney	Read Replies (3) \| Respond to of 186894

Barry, >>>>re: "Since achieving the top position at Compaq in 1991, Eckhard Pfeiffer appears to have executed flawlessly as CEO."<<< >>> You've got to be kidding.<<< Okay, I don't quite understand it. I took a superficial look and found top line growth since Pfeiffer took over went from $3B in 1991 to nearly $23B in 1997. Wall Street must think he is doing a tremendous job, why else would they reward CPQ with PE of 25+ on Net Profit Margin of 8.7% and market share in the teens. Whereas INTC has margins over 25% and market share near 90% and lots of real technology and PE only in the high teens. It seems like almost anybody could be a boxmaker: Acer, Legend, NEC, Sony, Samsung, Bull, Nixdorf, Olivetti, Fiondella .... The barrier to entry is maybe a screw driver or a leatherman at most. Tell me more about this, Mary

To: Barry A. Watzman who wrote (44351)	1/8/1998 12:01:00 AM
From: Paul Engel	Respond to of 186894

Barry - Re: "Pfeiffer "went to war" with Intel once before," Superb post - excellent and acurate summary. By the way - here's the "We Love AMD - go Suck and Egg, Intel" press release from Compaq - circa 1994: {================================} compaq.com Compaq Selects AMD As Additional Processor Supplier Allows Greater Flexibility To Meet A Wider Array Of Customer Needs HOUSTON, January 26, 1994 -- Taking another step on the road to becoming the number one computer supplier by 1996, Compaq Computer Corporation (NYSE:CPQ) has selected Advanced Micro Devices of Sunnyvale, California (AMD) as an additional source for microprocessor components. With AMD as a supplier in addition to Intel, Compaq has the flexibility to deliver an even greater range of computer products with the right combination of price, performance and features to meet the needs of its expanding customer base. "Intel remains our primary microprocessor supplier and a strategic partner of Compaq, and they will continue to provide the majority of microprocessors for Compaq computers," said John Rose, Senior Vice President and General Manager, Desktop PC Division, Compaq Computer Corporation. "However, AMD and Intel each offer unique combinations of features, price and performance not available from the other. So by working with them both, we can -- {======================} Paul

To: Barry A. Watzman who wrote (44351)	1/8/1998 10:24:00 AM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

Barry, RE: "Now his true stripes are showing again. He HATES Intel, in my opinion it's a very personal vendetta, but hasn't been able to do anything about it for the past two years. Now he thinks that he can. Maybe he's right. Personally, I hope he gets burned bad." This is mere speculation on your part and biased by your position in Intel. It's the obligation of a CEO to maximize profit, sales and market share. If Pheiffer feels that it's in the best interest of his company to use alternate chips then he has every right to do so. IBM, ACER, CTX and HP have used other chips in their computers. Any boxmaker is a fool not to at least look at miulyiple supplys of cpu's. Jim