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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Bosco who wrote (5861)10/5/2000 10:25:24 AM
From: SBHX  Read Replies (1) | Respond to of 30051
 
Bosco,

I concur. Dell (& gateway) are not only boxmakers, they tend to be the first to get the cutting edge (highest markup) fastest cpus from intel, and any slowdown or price pressure might hit them first. But if intel growth slows, the effect on the box makers should be obvious. It should all be obvious, but who knows what people believe these days.

I think DELL's problem was fairly transparent when INTC warned.


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