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

To: jbn3 who wrote (1924)9/13/1998 12:34:00 PM
From: rudedog  Respond to of 2578
 
3 -
Good comments. Another factor is that as CPQ, HP, IBM and others move more to a BTO model, their buying patterns will be more like Dell's.

As far as CPQ may NOT be INTC's largest customer any longer, news coverage last week of Intel's surprisingly good 3Q announcement labeled CPQ as Intel's largest customer. Despite the hoopla over AMD, CPQ still has mostly Intel product, and the big volume commercial products are all Intel.


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