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Technology Stocks : Intel Corporation (INTC)

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To: Jim McMannis who wrote (72079)	1/25/1999 11:11:00 PM
From: t2	Read Replies (1) of 186894

Jim, If Gateway starts using AMD chips, IMHO, their prospects are probably not that great---meaning Dell has got the high end market all locked up. I am having seconds thoughts on Gateway but not Dell. Gateway is a consumer PC and may actually want to offer a very cheap PC to compete with CPQ, HP, IBM. It could actually be a way to negotiate better prices from Intel on the cheap Cellerons. I guess I am having second thought about Gateway but not Dell.

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