Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 33.62

-4.2%

Nov 20 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Engel who wrote (81262)	5/20/1999 1:06:00 PM
From: GVTucker	Read Replies (2) of 186894

Thread: Morgan Stanley hosted a dinner last night with a couple of people form DELL. One item that pertained to Intel: someone asked the DELL reps what they thought about Intel's pricing strategy. The response from the DELL people was that they wanted Intel to get more aggressive. It would be their preference to see PIII prices right on top of PII prices. It was pretty clear my guy at the meeting that DELL in a way blames Intel for their revenue misses of the last 2 quarters. DELL at present is unable to compete at the low end without sacrificing their margins (which they won't do). It didn't sound to me to be significant enough for DELL to start considering AMD, but a more probable event may be that Intel does not phase out older processors as quickly, but rather keeps them around at lower price points to give loyal customers (rad: DELL) a product at lower price points.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next