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

To: Road Walker who wrote (130723)	3/23/2001 11:26:52 AM
From: The Duke of URL©	Read Replies (2) \| Respond to of 186894

I am guessing that Micron was the biggest customer of AMD. Micron seems to be the biggest producer of DDR chipsets for AMD, and told Intel to bug off on Rmbs. However, I think the real problem with Micron is that they are a chip company. Selling PC's has always been something that is in competition with their own customers and has always been troublesome to me. Packard Bell was fifth, now gone, and Mircron was the 3rd largest online distributor. All of CPQ, Dell and GTW will benefit, maybe GTW most of all. My gut is that Micron was mostly consumer oriented.