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Politics : Formerly About Advanced Micro Devices
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To: Dan3 who wrote (147963)7/5/2002 4:27:10 PM
From: tejek  Read Replies (1) of 1577093
 
Intel had much less exposure the inventory effect of the HP/Compaq merger, so they were affected less.

Dan, I also think that Dell is the sole reason INTC is not hurting as badly as AMD. I think if INTC didn't have an exclusive with Dell, the most prosperous of the PC makers, then its quarter would be as bad as AMD's.

ted
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