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Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%3:59 PM EST

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To: kash johal who wrote (93954)12/13/1999 10:50:00 PM
From: Tony Viola  Read Replies (2) of 186894
 
Kash,

I think this shows the power of DELL IMHO.

Introducing a speed grade nextweek will do diddly for most OEMS Q4 numbers. But dell's quarter runs
thru end of Jan. It is much better for them to get an intro now and ramp it up thru Jan 2000. A Jan 15th intro
would have been bad for dell IMHO.


Pretty shrewd call on your part, Kash, seeing an Intel-Dell connection on this one. Good going. I was going to say in my other post, 'why now?', but decided to not question the Church of Intel; Humble Carl taught me well.

Tony
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