Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 49.08

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2:39 PM EST

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To: Fred Fahmy who wrote (7319)	1/5/1997 10:30:00 AM
From: Mark Brophy	of 186894

Re: Direct channel As long as companies like these and others don't offer CYRX or AMD chips, the odds of a PC being sold with a CYRX or AMD chip remains relatively small, getting smaller....To be honest, if I did see DELL or GATE start offering CYRX or AMD I would view this as a concern. Put yourself in Gateway's shoes. Suppose you could make a deal with AMD to get exclusive rights to all K6 output for use in a new notebook. Would you risk alienating Intel? The prize would be the #1 position in notebooks, displacing Toshiba and Compaq. It seems tempting to me, particularly since Intel would face antitrust wrath if they cut off Gateway's desktop CPU supply.

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