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Technology Stocks : Intel Corporation (INTC)

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To: THE WATSONYOUTH who wrote (142953)	9/6/2001 1:58:13 PM
From: John Hull	Read Replies (2) of 186894

WY- OK, i see your point. To date, IBM has not demostrated a desire to engage in a direct price comparison between their IA platforms and their RISC-based platforms. They have tried to maintain a price premium for their RISC platforms - which they have been able to do quite nicely as those customers tend to be more bound by previous software OS choices and substitution between architectures is difficult. By-the-way, a good portion of those healthy margins on SW and services come from supporting the same installed preference for those RISC architecture platforms. getting real aggressive on price for the HW here might encourage the customers to look for more agressive prices on the SW & Services too. Probably inevitable anyway, but not something IBM wants to accelerate. jh

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