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

To: Dell-icious who wrote (56332)	5/29/1998 8:54:00 PM
From: marie fouchia	Read Replies (2) \| Respond to of 186894

Not that you asked me, but I think this is bad for Dell in that all the high flying bluechip techs are broadly owned by funds/institutions, and their profitabilities are inter-related. Panic in one will cause others to follow suit. This appears to have begun already. The growth of these stock prices the last 2 years (MSFT, INTC, DELL, LU, etc.) has been particularly and ridiculously phenominal. Japan's market was flying high in the 80's, and look at it now. Perhaps its time to get out of this market and get into Japan soon. Good luck. I am selling my shares Monday, on the first pop after it opens gapped down. I am sure it will recover the end of the year--but from what low, who knows--and who needs to watch their money shrink or lie dead for several months. I am a short term investor, thus this opinion. Long term is most likely fine. This IS Intel, after all!!!

To: Dell-icious who wrote (56332)	5/30/1998 9:05:00 AM
From: rudedog	Read Replies (1) \| Respond to of 186894

Dell was not really well positioned to take advantage of merced in its early phase, so this will probably be neutral to positive for them as well. Why? Because Dell has a great relationship with Intel on advanced 32 bit technologies, and an engineering and marketing model which positions them well to drive high end 32 bit during the interim before merced. They also can use the time to develop their marketing strategy and product lines to better sell 64 bit products. However, after the merced launch I think that CPQ will have a big edge over Dell in the 64 bit space, especially if they use the next 18 months, and their alpha position, to strengthen their position with MS and Intel as a key driver of 64 bit technology. Likewise this gives CPQ a nice position versus HP, which will not be able to develop their 64 bit presence in the same way.