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Politics : Ask Michael Burke

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To: KENNETH R SANDERS who wrote (45424)2/2/1999 3:47:00 PM
From: Earlie  Read Replies (2) of 132070
 
Kenneth:
It sure isn't, but it isn't the steak the lambs think it is either. There is no question about whether INTC can deliver, they've got plenty of product stacked up. (g)

To be serious, I'd bet that Dell actually ends up getting a remarkable price from Intel, (like very close to the comparable AMD price, which is not good news for INTC's margins). I'd also bet that if INTC manages to hang on to the deal, the "Celerons" (INTC's low end chip) that Dell takes delivery of , look, smell, feel, taste, talk, walk and dance remarkably like their more expensive up scale brethren. Cannibalization? never could happen at Intel. (g). The similarities would just be a coincidence. (G)

Best, Earlie
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