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To: that_crazy_doug who wrote (45729)6/29/2001 12:12:36 PM
From: niceguy767Respond to of 275872
 
TCD:

"For some reason I thought it was Eric Ross that gave the report, but then I thought it was the same firm, but my memory is probably slipping somewhere."

It was Eric Ross.



To: that_crazy_doug who wrote (45729)6/29/2001 12:15:05 PM
From: chuckles58Respond to of 275872
 
Eric Ross is with Thomas Weisel Partners, not Robertson Stephens.

CB



To: that_crazy_doug who wrote (45729)6/29/2001 12:49:15 PM
From: AK2004Read Replies (1) | Respond to of 275872
 
TCD
intel always provided dell with competitive edge that is dell's business model is based on the favorite pet assumption. No competitive edge would eliminate any incentive to stay intel only
Regards
-Albert