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Technology Stocks : Intel Corporation (INTC)

INTC 49.10

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12:47 PM EST

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To: Jim McMannis who wrote (35989)	10/15/1997 3:04:00 PM
From: Joey Smith	of 186894

Jim, just keep in mind that sub-$1000 PC margins are also less for the OEMs as well, by at least 5%. And, if people keep buying these low-end models instead of higher-end models then this will impact OEM earnings as well. That's why DELL isn't in this ballgame and that's why IBM got out yesterday. They will concentrate on the high-end PC business. IBM said they were losing money on each low-end retail PC sold, and granted CPQ may be more efficient or get better pricing than IBM, I question how much. joey

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