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Technology Stocks : Intel Corporation (INTC)
INTC 48.12-0.2%10:08 AM EST
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To: Harry Landsiedel who wrote (33204)9/30/1997 1:10:00 PM
From: Jules B. Garfunkel   of 186894
 
Hi Harry,
Yes, but aren't you forgetting that Intel is expanding into new markets at the same time. i.e. Workstations, Servers, Flash memory, etc. True, CPQ and Dell are also expanding into these markets, but can their partial percent increase in these new markets compensate for the fact that Intel will get the full benefit from their expansion into these new markets. In other words, there will be many more OEMs selling Intel products into these markets than just CPQ and Dell.
Regards,
Jules
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