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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: JRI who wrote (105458)	2/26/1999 4:38:00 PM
From: Frank E W	Read Replies (1) \| Respond to of 176387

you are probably correct now but 6-9 months out?? could be a different story Frank

To: JRI who wrote (105458)	2/26/1999 4:51:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

John: Good points, but DELL is Intel's MOST LOYAL and FASTEST GROWING customer. DELL and INTEL collaborate VERY closely and have an outstanding relationship. I would contend that DELL is the preferred partner (even though they may not be the largest -- yet). With DELL's projected PC and Server growth rates they could become INTEL's largest customer soon enough. Yet, you are right that loyalty counts. IMHO, DELL and INTEL have a symbiotic relationship. Even though they don't have to deal with each other in a MAJOR way, they know they are better off if they are CLOSE partners. It will be interesting to see how this relationship plays out in the next few years. Have a good weekend. Scott