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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (67747)11/3/1998 12:52:00 PM
From: John Chen  Read Replies (1) | Respond to of 186894
 
Paul,re:"DELL cus..love INTEL INSIDE". Apparently so. DELL maybe
the smartest company in US for the forseable future. It could very
well be that DELL is the sole beneficiary of AMD's success. Afteall,
there is more than just a CPU in the PC.

For DELL, staying with just one CPU without paying the price of
'being monopolized', can't fault DELL on doing that? Let's the
other guys do the dirty work.

DELL is very smart. I don't see them switching to AMD. But that does
not mean that AMD/based machine is not real.

May I suggest that DELL is like early MSFT, you just can't lose.
Whatever happens around you, there is always a benefit.

Hmm, I need DELL being downgraded.



To: Paul Engel who wrote (67747)11/3/1998 2:38:00 PM
From: Timothy Liu  Read Replies (2) | Respond to of 186894
 
From AMAT thread a H&Q report that include some info on Intel:

Message 6267160

Tim



To: Paul Engel who wrote (67747)11/3/1998 3:03:00 PM
From: Badger  Read Replies (1) | Respond to of 186894
 
Dells' bread and butter is the business consumer, while AMD is a player in the low-end retail market. My guess would be that, until Dell starts taking an interest in selling to the Shopkos and Circuit Cities of the world, they won't be much interested in AMD or other second-tier processors.

Unless AMD becomes widely accepted in the business community. Either way, I'm not expecting a Dell-AMD agreement anytime soon.

Badger


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