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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Cory Gault who wrote (89835)	1/26/2000 7:18:00 PM
From: Jim McMannis	Respond to of 1585051

RE:"What is your take on Niles? Seems to be very plugged in regarding Dell...and is upgrading INTC with lofty targets. Does he know something?" Pretty obvious Danny knows something and somebody at Dell. From what I hear there is a lot of nodding and winking at Dell parties when certain questions are asked. I guess I can say it again, Intel looks out for numero uno. They can pull out another quarter if they have to. Dell on the other hand is done for a while. The fork has been inserted. So I'd say Danny was right on the money...Intel OK, Dell done...what he said a couple of days ago... Jim