Silicon Investor (SI) -- The First Internet Community

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) -- Ignore unavailable to you. Want to Upgrade?

To: Road Walker who wrote (107321)	8/10/2000 6:28:14 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

John, Dell guy on the CC (CFO I think), mentioning drivers for 2H mentioned Windows 2000 AND "Intel product transition." He had to mean P4, right? PIII activity, even with the much improved bin splits and therefore much better speed distribution toward the high end, wouldn't be called a product transition, would it? P4 as a driver in 2H, hmmm. Tony Edit, I'll bet Dell feels like they're in the catbird seat, once again, because they stayed 100% Intel. The AMD threads are starting to sound like 'whatever can go wrong will go wrong'. Tough business. Tony