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

To: Paul Engel who wrote (79807)	4/23/1999 12:43:00 PM
From: Scumbria	Read Replies (2) \| Respond to of 186894

Paul, I understand that you guys are hoping that EP's departure will lead to Compaq dropping AMD and Alpha, but that really isn't very likely. If anything they will pursue Alpha more aggressively. Scumbria

To: Paul Engel who wrote (79807)	4/23/1999 1:01:00 PM
From: John F. Dowd	Respond to of 186894

Paul: Amen brother! John

To: Paul Engel who wrote (79807)	4/23/1999 1:09:00 PM
From: The Duke of URL©	Read Replies (2) \| Respond to of 186894

Remeber that Pfeiffer was brought in by Rosen to replace Canion. Canion at the time was in love with the reputation for quality that CPQ had developed. Unfortunately, Rod was getting bogged down with quality and ripped compaq machines out of the then biggest retailer, I think it was called Computown. Pfeiffer was the low cost provider, he turned CPQ on its ear and made it a mass producer of PCs. It may have been that Eckhart does not have as good a handle on the commercial/ departmental market. In English, why would I buy 10,000 intel compatible desktops, and hook them to a non-intel server. It looses sight of the TCO concept. I think Rosen figured this out, I think he got pissed at Pfieffer dumping a shtload of stock before he "guided analysists'(sp) expectations". IF all this crap is true, then I think that Pfeiffer's "resignation" was an excellent decision by an excellent company. EOR* Duke **(End Of Rant)