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Technology Stocks : Intel Corporation (INTC)
INTC 41.41+2.2%Dec 5 3:59 PM EST

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To: John Koligman who wrote (50271)3/9/1998 6:38:00 PM
From: Tony Viola  Read Replies (2) of 186894
 
John, >> "Just think what occurs if Intel's competition ever gets it's act
together. You think business won't buy non-Intel chips if they are sold by major boxmakers?"

I'll join in with the chorus that is saying that the vast majority of businesses won't buy non-Intel. My particular reason is because unless Intel's competition improves yields, quality and reliability, most savvy customers won't touch them. My PC vendor, while not a Compaq or Dell, is still not a Mom and Pop operation. They have told us several times that, unless we want to risk not making shipments to our customers, because they, our PC vendor can't get CPU chips, don't stray from Intel. I can just see myself on the carpet in the CEO's office trying to explain why I caused lost shipments of a few multi-million dollar mainframes, because I specified AMD or Cyrix for our system console.

Tony

ps: Availability is a problem with both of Intel's competing chip vendors. That, plus reliability and quality problems plagues one of them.
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