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To: Time Traveler who wrote (6195)5/16/1998 5:39:00 PM
From: Francis Chow  Read Replies (1) | Respond to of 6843
 
Interesting observation and discussion from the Intel thread:
www2.techstocks.com



To: Time Traveler who wrote (6195)5/16/1998 11:15:00 PM
From: Kenith Lee  Respond to of 6843
 
Johnny boy,

HP hasn't reported any problems when K5 was on their lineup. If customers are only willing to pay certain price range and HP does not have the goods, it is either go buy parts (K6) to lower overall cost or cut prices. HP chose the latter option and we heard the result last week.



To: Time Traveler who wrote (6195)5/17/1998 6:48:00 AM
From: John Mireley  Respond to of 6843
 
>Do these sub-profitable K5-based PCs really eat into HP ...?

Has HP ever made money selling PC's? They can't compete
with DELL and the other screwdriver shops. The processors
they use has nothing to do with it. They sell no margin PCs
as part of a package so they can sell the high margin servers.


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