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To: Xpiderman who wrote (5884)4/30/1998 9:35:00 AM
From: Kenith Lee  Read Replies (1) | Respond to of 6843
 
Well, would you agree that Dell has been doing extremely well because they only sell Intel
product?


Xy,

Dell's success is not because of Intel only product. It's management. If you insist, would you care to explain Packard Bell?



To: Xpiderman who wrote (5884)4/30/1998 11:46:00 AM
From: Brian Hutcheson  Respond to of 6843
 
Xy , why can't people accept the fact that others have a different perspective.
Why is it that Intel advocates preach their beliefs with an almost religious fervour ?
Your investing approach is made very clear by your profile ,can you not accept the fact that mine is different .
My approach is not based on the idea that technology companies reach a steady state and can produce increasing profits for years .
My approach is based on the fact that technology is constantly in a state of flux and the companies that I select are ones where I believe that change has now to switched a much more promising outlook ,
Brian
PS so please take your Intel preaching back to the Intel thread together with your fellow disciples .



To: Xpiderman who wrote (5884)4/30/1998 12:08:00 PM
From: FJB  Respond to of 6843
 
Packard Bell is losing sales to other PC makers and they sell Intel only boxes. Are you blaming Intel for Packard Bell's poor performance?



To: Xpiderman who wrote (5884)4/30/1998 12:26:00 PM
From: Petz  Read Replies (1) | Respond to of 6843
 
Xy, I think it was analyst Kumar who said around April 1 that Sanders would be retiring soon and that they were grooming Atiq Raza to replace him. No one asked about this at the April 7 conference call, however.

Petz