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

To: ed who wrote (57905)	6/13/1998 4:47:00 PM
From: Dale J.	Respond to of 186894

re:<<Dell, its only business is only computers, enterprise, with CPQ fit in, you know what will happen to Dell.>> No, but suppose you tell us. <<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.>> No, but suppose you tell us. <<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.>> They already announced it. Now they are going to re-announce it. That is sort of interesting. <<Where is the engine to power the high end computing equipment? Do not tell me it is pentium II.>> Not at the very high end. Xeon, however will continue to make advances. You seem to think CPQ and ALPHA are going to obliterate the competition. Are you aware cpq is breaking even, and Alpha has been rejected more than once by the market at large. <<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.>> Thats some serious bleeding. <<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. >> Ed, they keep losing money. With the exception of Intel and Amat, most of those companies are in serious trouble. WDC is in default with its creditors, and doesn't have a viable plan for recovering. Are you sure those are opportunities? And at what point did they become opportunities?