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Technology Stocks : Intel Corporation (INTC)

INTC 48.75

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2:39 PM EST

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To: Tony Viola who wrote (67379)	10/26/1998 11:39:00 AM
From: John Koligman	Read Replies (1) of 186894

Some comments concerning Intel from an interview of Mort Topfer, vice chairman of Dell: Q: Has Dell considered using less expensive alternatives such as those made by AMD Inc. for its systems sold in emerging markets? A: We continue to look at that alternative. We have historically rejected alternatives to Intel because we have not found the real advantage that they would provide us with. Our relationship with Intel I think has been a very wise one. For the first time in history, these other companies (including AMD and National Semiconductor) are finally executing. They are supplying chips. If we had ever gone that way before we would have made a real fundamental mistake. If Intel were to miss a product transition in an area we wanted to participate in, we would use an alternative chip. The full text can be found in this post on the Dell thread... Message 6163607 John

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