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Technology Stocks : Intel Corporation (INTC)
INTC 36.20+0.1%Dec 26 9:30 AM EST

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To: Jim McMannis who wrote (141871)8/17/2001 10:48:57 PM
From: Tony Viola  Read Replies (1) of 186894
 
Jim, >Will probably get so bad that OEMs and the like will go for Intels jugular. Paybacks are h$ll...and Intel has quite a few to pay.

How do they do that when the area they make the most money in is servers, where Intel is sole source? (All Dell, becoming all HP and Compaq over time, some of IBM). Those are partnerships that won't be breached, as IBM-AMD was.

TV
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