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Technology Stocks : Intel Corporation (INTC)
INTC 37.81-4.3%Dec 12 9:30 AM EST
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To: Jim McMannis who wrote (73483)2/12/1999 10:41:00 AM
From: Gary Ng  Read Replies (1) of 186894
 
Jim, Re: Maybe sub $1000 is finally getting to Dell?

4Q ? Quite unlikely. Given the fact that Intel has
a blowout 4Q(and they had to shift production from
Celeron to PII), it means the high end was very
strong. So if Dell didn't have a good 4Q, the only
reason would be losing to other vendors like CPQ,
Gateway and definitely has nothing to do with
the so called sub-1000.

Now, I don't know what would happen in the next
quarter though.

Gary
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