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

To: Mary Cluney who wrote (51398)3/27/1998 1:31:00 AM
From: dmf  Read Replies (1) | Respond to of 186894
 
Mary and Thread....WSJ article RE: Apple ads & Intel's response

interactive.wsj.com

What do you think of this? I've been looking for a comeback from Intel but this isn't what I wanted to see.

The part that hurts the most, "Intel disputes Apple's claims of faster performance, but Intel spokesman Howard High says his company won't elaborate, and doesn't want to "get into a benchmarking war."

Seems as if Intel should back up their disputes if they want anyone to take them seriously.

dmf



To: Mary Cluney who wrote (51398)3/27/1998 1:46:00 AM
From: AK2004  Read Replies (1) | Respond to of 186894
 
Mary
turmoil as you put it is not caused by compaq. It is mostly due to the fact that intels margins are down, intels market share is down and intels expenses are up.
Compaq did make a bad call by allowing build up of intel based inventory in its shops. Dell is capitalizing on that. Compaqs error in no way affected the market. Even so feared compaq's price cuts ended up to be mild at best.


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