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Technology Stocks : Intel Corporation (INTC)
INTC 34.50+2.6%Nov 21 9:30 AM EST

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To: John Chen who wrote (67742)11/3/1998 12:13:00 PM
From: Jim McMannis  Read Replies (3) of 186894
 
John,
Very asute post. Dell has had the luxury or benefiting from CPQ, IBM and HPs front line support of AMD. When it becomes apparent that being "all Intel" is hurting them they can get in line. Will be interesting to see what happens when Gateway goes with AMD.
Jim
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