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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: jhg_in_kc who wrote (101876)	3/31/2000 6:02:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

RE:"DELL GOES WITH AMD!! what will the impact of this be? very bad? biz.yahoo.com; ---- Intel will likely sent a $20 bill with every Celeron to prevent that if need be... This Mikey D. is a sly one... Jim

To: jhg_in_kc who wrote (101876)	3/31/2000 6:17:00 PM
From: Mani1	Read Replies (1) \| Respond to of 186894

jhg Re <<DELL GOES WITH AMD!! what will the impact of this be? very bad?>> I don't think so. If the number is correct in the article, 100K of low end chip will not effect Intel's earnings, just a rounding error. The bad thing is that every one of those 100K chip is market share lose to AMD, still not that bad for Intel. It should be good for AMD's stock on Monday if street believes it. The big question is whether this is the beginning of more things to come, or just a small order by Dell to make a point to Intel. Perhaps Dell is pulling a MSFT or GTW in order to get better pricing. Mani