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Technology Stocks : Intel Corporation (INTC)
INTC 36.20+0.1%3:59 PM EST
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To: Bill Jackson who wrote (148318)11/15/2001 2:09:32 PM
From: fingolfen  Read Replies (1) of 186894
 
wbmw, yes, dell needs to watch it, they are vulnerable, as AMD share grows they get shut out of the market that buys AMD share. This is their risk

So using your model, explain why Dell is the fastest growing box manufacturer, and Gateway, Micron, and IBM have chosen to expose themselves to the same "vunerability."
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