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Technology Stocks : DELL Bear Thread

DELL 133.18

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12:59 PM EST

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To: nihil who wrote (1881)	9/8/1998 10:34:00 AM
From: The Phoenix	Read Replies (2) of 2578

Re: Pricing Discrimination. I think Intel can easily show that servicing DELL's JIT costs them more. An example would clearly be shipping. 80 shipments a year will cost more than 6 or 8 large ones...including shippers, packaging, etc.. Also, other arguments regarding inventory will easily hold up. Look, I live in the bay area. We pay $1.20-$1.25 a gallon for regular gasoline. They're paying less than $1.00 on the east coast and much of the oil comes from the west. THAT is price discrmination and the FTC does nothing about that. As for Intel being a monopoly - 2 years ago I would have agreed. Today they're getting their lunch eaten on the low end. They are in a competitive battle now - a monopoly doesn't worry much about competing. OG

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