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

To: willcousa who wrote (126389)	1/31/2001 7:14:46 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Jeez, Dell mania is alive and well right here. Anyway, I disagree with you because Dell is too low end overall, weak in anything enterprise, therefore low in margins potential. They also have no handheld products, which are taking off. Most of all, they have no IP, or R&D to speak of. Dell is selling intel inside servers like they are hot donuts, have ramped up memory products, doing web hosting, gained market share in PC's and will probably become No. 1 soon. Kemble Matter has disappeared from sight - he must have been on margin. You might all want to look at Dell again - the price is right.