Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : The Naked Truth - Big Kahuna a Myth -- Ignore unavailable to you. Want to Upgrade?

To: RealMuLan who wrote (18581)	2/9/1999 8:32:00 AM
From: John Pitera	Read Replies (1) \| Respond to of 86076

Yiwu...heard any new negative news on the Dell story.... this crossed my desk yesterday...-- DELL was trying to get INTC to lower chip prices for chips on the low end --- INTC wouldn't come down as far as DELL wanted -- DELL said they were going with AMD for the low end, but AMD can't ramp production as fast as DELL would like ... The upshot is this: DELL is going after the low end. Bye bye higher than industry ASPs. Bye bye margins ... I know you follow the antics of the Dellionaires.... J