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

To: Tenchusatsu who wrote (79540)	4/20/1999 12:14:00 AM
From: Process Boy	Respond to of 186894

Ten - <But I also don't believe that Compaq was necessarily "anti-Intel" as some here believe> Maybe not Ten. Maybe the tertiary effects of CPQ's business model gives the appearance of anti-Intel bias. That seems reasonable to me. I guess it sometimes appears that CPQ doesn't go out of it's way to say or do things to suggest it's NOT anti-Intel. It will be interesting to to what directions CPQ takes in the near term. I like Rosen. He seems like a straight shooter. PB

To: Tenchusatsu who wrote (79540)	4/20/1999 9:38:00 AM
From: Mary Cluney	Respond to of 186894

Tenchusatsu, >>>Compaq is only doing what's best for Compaq, nothing more, nothing less, unlike companies like AMD who are hell-bent on causing as much damage to Intel as possible.<<< The difference is that AMD is living on the edge - hanging on for dear life. Anyone that comes across it's path should expect to be attacked in some way. Compaq, in the Pfeiffer era, on the other hand, was a lousy business partner. Pfeiffer cobbled together a strategy based more on a personal desire for power and control than anything that was constructed from a clear vision of Compaq technology and where it wanted to go. When the vision is not clear and coherent, business relationships can change from day to day. You couldn't trust Compaq to be loyal or even to honor existing business understandings. The rationale would be that they would be doing what is good for Compaq - at least what they thought was good for Compaq on that particular day. It could all change the next day. I'm sure Intel preferred to have customers like Dell rather than like Compaq. What Compaq needs now is a strong CEO, full of self confidence, with an insiders grasp of all the technical issues - someone like a Michael Armstrong at AT&T. Mary