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

To: Mary Cluney who wrote (67549)	10/29/1998 1:55:00 PM
From: GVTucker	Read Replies (1) \| Respond to of 186894

Mary, RE:<<We are stuck with a low PE primarily because of the terrific work that Tom Kurlak has been doing to beat down Intel prices.>> Mary, Intel is at an historic HIGH PE, not a low PE. To what do you attribute the low Intel PE in the times before Kurlak lowered his rating last summer?

To: Mary Cluney who wrote (67549)	10/29/1998 10:25:00 PM
From: John Koligman	Respond to of 186894

Mary, Gotta do a bit of defending here. If you are talking about R&D, you might be surprised about CPQ. I had a discussion about this some time ago with Rudedog, and I believe (will double check) that CPQ spends as much as Intel on R&D. If you want Intel to do well, I would assume you would want their largest customer to do well also. <ggg> Remember, they are the biggie in servers, so if Intel's future is based on XEON, then CPQ will be a big part of saving Intel's butt.... They do lots of tech work around interconnection of MPU's, Fibre channel, software, etc. Regards, John

To: Mary Cluney who wrote (67549)	10/31/1998 12:08:00 PM
From: rudedog	Read Replies (1) \| Respond to of 186894

Mary - CPQ not only does R&D spending in excess of $2B annually, but they are strong developers of IP used in many industry standards. It would probably surprise you to know that Intel pays CPQ for the use of CPQ IP in some key Intel products. CPQ is leading Intel in the development of bus standards and the underlying hardware. CPQ was a leading force in the development of the VI architecture. I know you are not a tech head, but just as an investor you should realize that CPQ is probably the only company other than Intel with the engineering horsepower and market clout to define standards which stick in the industry-standard computing space. And since CPQ is much more closely connected to the eventual end user of that technology than Intel, it is important as an Intel investor to understand where CPQ is going with their development direction.