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

To: Road Walker who wrote (67763)	11/3/1998 6:50:00 PM
From: John Chen	Read Replies (1) \| Respond to of 186894

JF,re:"DELL..Confidence..INTEL". Agree. The question now is: 'does AMD finally get the act together and earn its keep after many, many failures'. Everyone is watching this carefully and made bet. By no mean it is making inroad to INTEL's market big time, if it can survive under INTEL's process/manufacturing advantage would be an achievement. Beating INTEL would require a miracle. Just take 10-20% of INTEL's market should feed someone (hopefully). If AMD shows any sign of maturity in the process, then I think it will be a whole new ball game. As far as DELL is concerned, it's a win/win/win in the CPU situation regardless of AMD's fate. Probably the more success AMD has, the better off for DELL since it's the ONLY LOYAList left in town.