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: MulhollandDrive who wrote (78775)	4/13/1999 4:48:00 PM
From: BelowTheCrowd	Read Replies (3) \| Respond to of 186894

Another analyst "trick" might be to compare INTC with CPQ. CPQ is severly down and talking of industry-wide problems, while INTC -- which has exposure to the whole industry -- is meeting expectations and expecting things to remain flat for the next three months. The question this begs is "How can INTC be doing OK and CPQ going down the tubes." The obvious answer is that SOMEBODY is buying all the processors that CPQ isn't and displacing them in the market. I think the biggest beneficiaries of all this could turn out to be DELL, HWP and IBM. HWP already popped today on the news that PC earnings appear to be meeting expectations. mg