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

To: nihil who wrote (1881)	9/8/1998 8:41:00 AM
From: Geoff Nunn	Read Replies (1) \| Respond to of 2578

re: Intel pricing nihil, interesting thought. Intel must be careful in its pricing to CPQ and Dell not to run afoul of the laws against price discrimination. P.D. is permissible though, isn't it, unless the effect is to "substantially lessen competition". I believe that's the language used in the Clayton Act. I'm unaware that Wright-Patman dealt with this issue. Can you clarify? Geoff

To: nihil who wrote (1881)	9/8/1998 10:34:00 AM
From: The Phoenix	Read Replies (2) \| Respond to of 2578

Re: Pricing Discrimination. I think Intel can easily show that servicing DELL's JIT costs them more. An example would clearly be shipping. 80 shipments a year will cost more than 6 or 8 large ones...including shippers, packaging, etc.. Also, other arguments regarding inventory will easily hold up. Look, I live in the bay area. We pay $1.20-$1.25 a gallon for regular gasoline. They're paying less than $1.00 on the east coast and much of the oil comes from the west. THAT is price discrmination and the FTC does nothing about that. As for Intel being a monopoly - 2 years ago I would have agreed. Today they're getting their lunch eaten on the low end. They are in a competitive battle now - a monopoly doesn't worry much about competing. OG