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Technology Stocks : Intel Corporation (INTC)
INTC 40.51+0.4%Dec 9 3:59 PM EST

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To: Jim McMannis who wrote (136613)6/4/2001 4:54:28 PM
From: Tony Viola  Read Replies (2) of 186894
 
JIm, >Still, I have to believe those who buy the large cache Xeons are going to go for Intels jugular (wanting lower prices) when they see the prices of the Athlon MPs and 2 way Intel chips.

How does that work? Company A has products YY and ZZ. Company B has product YY, but not ZZ. So, customers can use lower prices for company B's YY as a wedge to get lower price from company A for ZZ? Does it work that way? Also, company B doesn't have product TT, which is Tualatin, which is required for Blade servers. Company B therefore has only one third of the cards to play. I think company B is still screwed (pardon my Italian).

Tony
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