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Technology Stocks : Intel Corporation (INTC)
INTC 36.78+2.7%Nov 26 3:59 PM EST

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To: Bill Jackson who wrote (167849)7/9/2002 9:14:23 PM
From: Road Walker  Read Replies (1) of 186894
 
Bill

re: Dell will be joined by someone who plays the same game of lean assemble and direct to market.

I've thought that for years. But it seems that continuously improving logistics is not an easy skill to duplicate. All the others have tried many times, Dell does it every day. (I don't own Dell stock, but you have to admire the company)

re: Linux gets better every year and this is the year it is ready for some initial consumer sales

Another marketing machine like AMD? Forget it, there are no $'s behind it.

re: In the end Dell will buy AMD and say goodbye to Intel.

That's funny. The microprocessor business is the exact opposite of Dell's business model.

John
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