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

To: Sonny McWilliams who wrote (54041)	4/21/1998 4:18:00 PM
From: Paul Dieterich	Respond to of 186894

Dell To Use Only Pentium II On Dimension PCs As Of May Dow Jones Newswires -- April 21, 1998 ROUND ROCK, Texas (Dow Jones)--Dell Computer Corp. (DELL) will offer only Intel Corp.'s (INTC) Pentium II processors on its Dell Dimension desktop personal computers worldwide starting in May. In a press release Tuesday, Dell Computer said it will remove Intel's old Pentium processors from Dell's Dimension offerings. The company said its move to Pentium II processors is already complete in Europe and Japan. Dell Computer said Dell Dimension XPS PCs with Pentium II processors for small businesses and consumers start at $1,499. Dell Computer is a direct computer systems company.

To: Sonny McWilliams who wrote (54041)	4/21/1998 4:19:00 PM
From: DragonBoy	Read Replies (2) \| Respond to of 186894

Dell is up almost 5 today! It's almost like throw eggs to CPQ and IBM faces. CPQ and IBM will continue to loose PC market share to DELL (Intel inside only). PC demands slow? not for Dell and GTW. CPQ and IBM will loose all together for mingoing around with a looser AMD. My two cents.

To: Sonny McWilliams who wrote (54041)	4/22/1998 2:03:00 AM
From: Chung Lee	Respond to of 186894

Sonny, I just went long on CSCO, something to do with TA, don't know too much, but it seemed like a good point of entry. In at 72.625, won't hesistate to let it go at 80 before end of April, if it goes down to 65, will sell stock and buy 10X call option, Intel is doing good for me, since I got back in at 74 1/8, my main argument against AMD is that they don't have the volume. 2 mil K6 in Q2 is NOTHING in the scheme of things. if they can produce 5 mil k6-300 minimum in Q3, maybe. I believe Albert the Russ is neutral on AMD as well as Petz as of last week. Sure K6-3D debut on May 26, so what? lets look at the price, price reveal everything. Don't you agree? By the way, AMD short interest released today on WSJ is the lowest in 6 months, only 10 mil shares, 32% drop from previous month, buying pressure is somewhat abated. I expeft amd to go back to 25ish. I did made some money on amd long for a few days strictly looking at he chip prices, now I am a big believer in chip prices.