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

To: Barry A. Watzman who wrote (49985)	3/6/1998 9:14:00 PM
From: FJB	Respond to of 186894

Barry, Compaq's coporate computer business is not doing well. They said the consumer market remains strong. You know which chips are going into which models. In a conference call with analysts, Compaq said European sales were on plan, Asian sales were weak and Latin American sales were fine. But North American sales, particularly among corporate buyers, were weak because of collapsing sales. www1.newsalert.com Are you willing to blame these weak corporate sales on the MPU inside? Probably not. Bob

To: Barry A. Watzman who wrote (49985)	3/6/1998 9:30:00 PM
From: Barry A. Watzman	Read Replies (1) \| Respond to of 186894

Here's a couple of news items I missed, details available on the Yahoo business site, I won't repost the full text: 1. TI issued a warning today that Asia is taking out 6.5 billion of chip sales for 1998 (an industry warning, not TI specific). 2. CRN is reporting that Compaq AND POSSIBLY IBM have major inventory problems "in the channel". 3. And, in Ohio news, "Medina County prosecutors are appealing a judge's dismissal of felony charges against a student who emptied a box of laxatives into a classmate's ice cream sundae." (We all needed something light tonight).

To: Barry A. Watzman who wrote (49985)	3/7/1998 2:43:00 AM
From: Sonny McWilliams	Respond to of 186894

Barry, why don't you post this on the CPQ thread? Maybe E. Pfeiffer will read it there. At least I would love it if he did. I think you hit the nail on the head. Sonny

To: Barry A. Watzman who wrote (49985)	3/7/1998 2:59:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Barry, Re: "This is a message to Eckhard Pfeiffer (sorry if I misspelled your name): Eckhard, my man, twice in it's short existence, Compaq has gone to AMD for CPU chips, in 1994 (could be off a year), and in the past 6 months. In 1994, you pushed AMD 486's against Intel Pentium's. It seemed to me that you (personally) had a vendetta and a personal agenda against Intel. Unfortunately, the customer base..." Barry, absolutely a stellar post. Tony

To: Barry A. Watzman who wrote (49985)	3/7/1998 1:20:00 PM
From: Diamond Jim	Read Replies (1) \| Respond to of 186894

RE: twice in it's short existence, Compaq has gone to AMD for CPU chips, - Barry, I have posted these points, not as eloquently though, on the CPQ thread. I got blasted and told that CPQ was bigger than Intel and blah, blah, blah. I don't think it helps to go AMD, the majority of people just don't like to buy a product that has no future. jim

To: Barry A. Watzman who wrote (49985)	3/7/1998 2:08:00 PM
From: rich evans	Respond to of 186894

Intel versus CPQ is interesting question. Same approximate sales. INTEL has double the gross margins and profits. Same approximate shares outstanding and about the same PE. So which one is the better growth company. It would seem INTEL has better pricing power and Growth possibilities. Certainly computers are going to increase in power (see last lecture by Steven Hawkings) although simple machines will need simple processors.But people in the box industry have complained for years about all the profits going to INTEL and MSFT in their industry. So I think you made a mistake in selling in the expectation that INTC will go to 60 as the future is more than the next 6 months in this stock and stockprice. Barrett was in town yesterday and seemed to think the same. Rich