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Technology Stocks : Intel Corporation (INTC)
INTC 34.50+2.6%3:59 PM EST
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To: Paul Engel who wrote (67747)11/3/1998 12:52:00 PM
From: John Chen  Read Replies (1) of 186894
 
Paul,re:"DELL cus..love INTEL INSIDE". Apparently so. DELL maybe
the smartest company in US for the forseable future. It could very
well be that DELL is the sole beneficiary of AMD's success. Afteall,
there is more than just a CPU in the PC.

For DELL, staying with just one CPU without paying the price of
'being monopolized', can't fault DELL on doing that? Let's the
other guys do the dirty work.

DELL is very smart. I don't see them switching to AMD. But that does
not mean that AMD/based machine is not real.

May I suggest that DELL is like early MSFT, you just can't lose.
Whatever happens around you, there is always a benefit.

Hmm, I need DELL being downgraded.
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