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Technology Stocks : Intel Corporation (INTC)

INTC 40.56

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Nov 28 9:30 AM EST

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To: Harry Landsiedel who wrote (55484)	5/14/1998 12:37:00 AM
From: Paul Engel	Read Replies (1) of 186894

Harry - Re: " But I do find it frustrating that Intel's customers, like Dell and Gateway, are benefiting more from Intel's superb execution than Intel seems to be." Dell is a PC company and has thousands of customers. Intel is a CPU manufacturer and has a hundred or two customers. The cost of factories, overhead, etc. are considerably lower for Dell. Let's face it - A lot of Intel's R & D becomes FREE R & D for Dell! Re: "Do you think this problem of getting more software for hi-speed chips is one reason Andy is moving to Chairman, so he can jump-start that effort?" Yes and no - Grove has been doing this very same thing for about 5 or 8 years. By giving up the CEO title, he is stepping away from day-to-day activities and focusing more on just "industry expansion" issues. Paul

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