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: Scumbria who wrote (78569)	4/12/1999 10:53:00 AM
From: Paul Fiondella	Read Replies (1) \| Respond to of 186894

But you are not getting to the root of the CPQ problem Did CPQ suffer these losses because its profit margin was squeezed by selling Celerons or did CPQ suffer these losses because it stuffed the channel with a lot of obsolete AMD chip based boxes that it could not sell? I believe CPQ relied heavily on AMD to produce low cost sub $1000 products. I also believe that AMD could not produce enough higher end chips in Q4 last year and that CPQ was faced with a glut of 300's to try to sell against Celerons. You tell me since you follow AMD closely.

To: Scumbria who wrote (78569)	4/12/1999 1:49:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

<Compaq is looking for ways to avoid sending 60% of their paychecks over to Santa Clara every month.> So Compaq would rather burn off 60% of their paycheck (sub-$1000 AMD boxes, Digital takeover, failed business model) than hand it over to Santa Clara? Sounds like typical AMD mentality to me. Who cares about profitability, as long as we try and hurt Intel? If Pfeiffer is going to lessen his dependence on Intel, he really ought to do it with a little more skill. Tenchusatsu