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Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?

To: The Phoenix who wrote (1880)	9/8/1998 4:54:00 AM
From: nihil	Read Replies (2) \| Respond to of 2578

RE: Inventory and Intel pricing ... I loved the JIT discussion, but ... we need something more authoritative about Intel's pricing especially wrt to CPQ and DELL. Intel is a de facto monopoly, and is constantly subjected to lawsuits or threats of lawsuits by customers who think they have been discriminated against wrt price or delivery. There is still a statute against price discrimination (Wright-Patman) as well as Sec. 2 of Sherman, and Intel cannot prefer one customer or give special discounts except those demonstrably justified by economies of size of purchase. I wonder if Intel skates very far from equal treatment, especially with those lawyers poking around the files.