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To: Road Walker who wrote (98396)2/7/2000 12:59:00 PM
From: Tony Viola  Read Replies (1) | Respond to of 186894
 
On CNBC, talking about Lehman Bros. opinion of who benefits from the Ford and Delta mass PC offers to their employees. Microsoft (all the SW), Conexant (lots of the DSL chips), Yahoo (gets more clicks), WCOM, HP, some others. Didn't mention Intel. I wonder if they know who has all the CPU chips, and lots of the chipsets, mobos, NIC cards, home network kits, what else?

Implication was more of these Ford and Delta mass purchases will be coming, no details though.

Tony