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To: Mark Lawrence who wrote (65439)9/25/1998 1:55:00 PM
From: Paul Engel  Respond to of 186894
 
Mark - Re: "13% revenue growth in 3rd Q-- also excellent server
sales...this has to be good for INTC b/c doesn't DELL only use INTC chips??"

You are correct.

Dell maintains a low cost structure by dealing with only one CPU vendor that can supply all its requirements - Intel.

Paul



To: Mark Lawrence who wrote (65439)9/25/1998 2:00:00 PM
From: Joey Smith  Read Replies (2) | Respond to of 186894
 
Mark, Dell's success guarentees that sales of high-end Intel chips will be good! Dell uses only Intel chips and their asp is around $2400. And yes, XEON chips is in VERY HIGH demand. This will be a main source of revenue and earnings growth for Intel for the forseable future.
joey


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