Intel Strategy for Achieving Wealth and Off Topic Message Board

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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic

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To: Sonki who wrote (19667)	5/31/1998 9:58:00 PM
From: Judy	of 27012

Celeron sells at about $75 dollars is excellent news for DELL longs. To be sure Michael Dell knew ahead of Friday's announcement that Merced would be delayed, DELL is a major INTC customer. Now DELL should be going after the sub-1000 PC market as Celeron hits the ground. With a 5-day bto model and no inventory or channels, DELL could dominate this segment too. If I were Michael Dell, I certainly would with the delay in Merced ... take no prisoners in business. Even if the sub-1000 PC market segment is not huge, DELL's profit margin is huge for now.

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