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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


To: R.B.Williams who wrote (43525)5/19/1998 8:48:00 PM
From: Geoff Nunn  Respond to of 176387
 
I'm more worried about the impact of a possible antitrust suit against Intel. Any thoughts?

RBW - If you own stock in Dell, why would you be worried about an anti-trust suit against Intel? For most PC components Dell enjoys the advantages of depending upon multiple venders, and is able to play one off against another. A glaring exception is Intel, which is Dell's only supplier of CPUs. I would think that a suit against Intel could potentially make the CPU market more competitive, which would benefit Dell. Am I missing something?