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Technology Stocks : Dell Technologies Inc.
DELL 133.78-0.1%Nov 14 9:30 AM EST
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To: JRI who wrote (105458)2/26/1999 4:51:00 PM
From: stockman_scott  Read Replies (1) of 176387
 
John: Good points, but DELL is Intel's MOST LOYAL and FASTEST GROWING customer. DELL and INTEL collaborate VERY closely and have an outstanding relationship. I would contend that DELL is the preferred partner (even though they may not be the largest -- yet).

With DELL's projected PC and Server growth rates they could become INTEL's largest customer soon enough.

Yet, you are right that loyalty counts. IMHO, DELL and INTEL have a symbiotic relationship. Even though they don't have to deal with each other in a MAJOR way, they know they are better off if they are CLOSE partners. It will be interesting to see how this relationship plays out in the next few years.

Have a good weekend.

Scott
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