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

To: AK2004 who wrote (163454)	4/3/2002 11:38:41 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

albert, Re: "re: Looks like Dell is reporting higher revenue. >> you can distinguish the difference between market share gains and market share gains within intel cpu market, can you? :-))" Sure, albert. Dell must be reaching record revenues with their "other" CPU lines. <ggg> Maybe they had a stealth launch of Athlon 4 notebooks, and that's why they are reporting record revenues. LOL! <ggg> :-)) wbmw

To: AK2004 who wrote (163454)	4/3/2002 11:58:13 PM
From: Dan3	Read Replies (4) \| Respond to of 186894

Re: re: Looks like Dell is reporting higher revenue With HP and Compaq both somewhere between confusion and total meltdown, it's not surprising that Dell is doing well. Intel had better not do anything to annoy what may soon become their only major OEM customer. Dell is getting close to having a degree of control over Fortune 500 sales not seen since the days of the IBM AT. The one thing that has materially changed in the past few months, is that Intel may now need Dell just as much as Dell needs Intel, which has the effect of lowering a barrier to entry for AMD - since Dell is fast approaching a position where it needn't fear Intel. Maybe Dell will buy AMD and tell Intel to take a hike....