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

To: Jim McMannis who wrote (49001)	2/27/1998 1:10:00 PM
From: Jim Patterson	Respond to of 186894

RE: <<Your statement that if Intel has troubles then DELL might too has little merit>> Ok Jim, What does this mean for DELL? There is evidently major demand at the lower price points for average PC's. DELL only sells INTC. DELL only sells more expensive PC's. Business and SOHO are buying cheaper PC. DELL it would appear is refusing to participate in a vicious price war. Could this be a strategic mistake? That is the $ 64,000 question. For the Record, Whenever DELL makes a strategic mistake, the stock drops about 70% in a short period of time. Jim BTW DELL is not the first in line for cheaper chips, CPQ is.