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To: VICTORIA GATE, MD who wrote (83861)12/5/1998 2:31:00 PM
From: Mohan Marette  Read Replies (1) | Respond to of 176387
 
'me think may be help DELL,me disagree with you.'<eom>



To: VICTORIA GATE, MD who wrote (83861)12/5/1998 6:06:00 PM
From: Chuzzlewit  Respond to of 176387
 
VG, I think you are wrong You are confusing profitability and sales. AMD and Cyrix hurt INTC because INTC lost some sales to them (gross profit). It had nothing to do with whether the other chipmakers were losing money or not. In the same way, if Compaq loses sales, all of the other box makers stand to gain market share and gross profit.

TTFN,
CTC


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