Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Yaacov who wrote (57903)	6/13/1998 3:07:00 PM
From: ed	Read Replies (1) \| Respond to of 186894

HP used to be the major player in medical equipment, instrumentations, printers, and computer. Computer is not all of HP's business, but a major one. With Mercede being delayed for at least one year, the best condition, you know what kind of impact will this be on HP's total revenue. Dell, its only business is only computers, enterprise, with CPQ fit in, you know what will happen to Dell. IBM, in the past two years, large portion of its revenue came from service, with CPQ came to play big times, you will also know what will happen to IBM. Heard a rumor on the CPQ thread, CPQ, MSFT,SAMSUNG will announce a new Inc, called ALPHA processor Inc next week, you will also know what it means. It means with CPQ's marketing capability, and huge market shares ( Alpha can come to life overnight), and 64 bit technology of Alpha, Miscrosoft back up in software and Samsung's manufacturing , and Mercede's delay for at least one year, Alpha will play a major role in the next couple years, especially with CPQ's commitment to the enterprise high end market.Where is the engine to power the high end computing equipment? Do not tell me it is pentium II. In the past 8 months, the Tech sector had gone through a bear market, I do not call it a correction. Intel went from $100 to $67, NSM went from $40 to $15, IDTI went from $17 to $7, Amat went from $60 to $27, Seg went from $48 to $21, WDC went from $36 to $8, Qntm went from $32 to $20, ....etc, I do not think it is a major correction , but a bear. So, anything has been changed fundamentally with those companies ? I do not think so. So, for trading the stock , you had lots of opportunities now.