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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Mohan Marette who wrote (15369)	1/28/1998 8:37:00 AM
From: hpeace	Read Replies (2) \| Respond to of 97611

don't see this killing the deal,. I see it making the deal even more solid

To: Mohan Marette who wrote (15369)	1/28/1998 2:32:00 PM
From: William Hunt	Read Replies (1) \| Respond to of 97611

Mohan THOUGHT THIS MIGHT HELP EXPLAIN INTEL INTENT --WE ALREADY KNOW CPQ/DEC INTENT'S ---<Picture>Intel Executive Gives Bullish Outlook On Company's Prospects Dow Jones Online News, Wednesday, January 28, 1998 at 13:45 By Mark Boslet Staff Reporter SAN FRANCISCO -(Dow Jones)- Intel Corp. Chief Financial Officer Andy Bryant said Wednesday that he believes the company's deal to buy the chip-making operations of Digital Equipment Corp. will be approved by the Federal Trade Commission. "We think everything's going forward," Bryant said. "And there is no indication" Compaq Computer Corp.'s (CPQ) acquisition of the rest of Digital Equipment (DEC) will affect it, he said. Speaking at the NationsBanc Montgomery Securities Technology Conference, Bryant painted a bullish picture of the chip maker's prospects for 1998. "We believe the industry growth rate will continue," he said. That's why "we are investing in the future." Bryant repeated that Intel (INTC) plans to spend $5.3 billion on capital spending in 1998, with half of its equipment spending on gear to produce chips at the narrow circuit width of 0.25 microns. "We are more comfortable than we've ever been" that the company's strategy and products "will make us successful," Bryant said during his address to a packed conference room. He reiterated that Intel expects half of its production by mid-year to be of its new generation Pentium II chip. The company will roll out 350-megahertz and 400-megahertz chips during the first half of the year and a 450-megahertz chip toward the end of the year, he said. A stripped-down version of the Pentium II also is being aimed at the market for sub-$1,000 computers, he said. Also expected during the first half of the year is the Auburn i740, a chip to offer better 3D graphics on a computer. "We can no longer have general purpose microprocessors meeting all needs," he said. "We have to match capabilities with customers." Copyright (c) 1998 Dow Jones & Company, Inc. BEST WISHES BILL

To: Mohan Marette who wrote (15369)	1/29/1998 1:39:00 AM
From: Obewon	Read Replies (2) \| Respond to of 97611

<<Steve: WSJ speculates CPQ/DEC merger could imperil DEC/INTEL Deal!!! They fail to say how,let's us hope this is another baseless rumor.>> Mohan - I thought the article was pretty clear in its reasoning. The only reason the deal was anticipated to go through pretty easily was because DEC didn't have the resources to seriously challenge Intel's Pentium chip monopoly. Compaq has more resources so the Justice Department has to go back and see whether the Alpha could be a viable competitor under CPQ control. The article was pretty fairhanded in its presentation except for the eye-catching headline. OB