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Technology Stocks : Intel Corporation (INTC)
INTC 50.59+4.9%Feb 6 9:30 AM EST
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To: Mike Taylor who wrote (34274)10/7/1997 11:25:00 PM
From: Fred Fahmy   of 186894
 
Mike,

<Besides, CYRX has a supply availability problem and AMD...a yield
problem. Until these are fixed, why take the chance?>

Exactly. DELL and INTC have a very mutually profitable relationship. I don't think either party is going to be interested in risking such a great arrangement. I think CPQ is nibbling on Cyrix and AMD just a tad to keep Intel honest. Don't kid yourself, CPQ is solidly an Intel shop. No one want to bite the hand that feeds them.

FF
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