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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Sonki who wrote (17136)	3/2/1999 9:43:00 PM
From: t2	Read Replies (1) \| Respond to of 74651

i heard something like dell is going to put in dual processor instead of one, you can bet intel's margin going to be hurt by this not dell's. dell is not spending anything more. Maybe both are going to split the difference. That is what Dell probably gets for being an all Intel shop.---some breaks. Maybe this would kick start demand in this high margin area for both Intel and Dell.

To: Sonki who wrote (17136)	3/2/1999 10:07:00 PM
From: Michael Rich	Read Replies (1) \| Respond to of 74651

Sonki, why DELL not paying more for 2 CPUs? I think the market doesn't understand that INTC can sell more CPUs even if PC sales slow. We are testing dual-processor PCs as high-power computing machines and as servers. I think SUNW may be hurt some because server market is shifting to PC-based NT or Linux boxes. But I see this is a good time for INTC and box makers who can grab the server market. I guess that's one of the reasons we start to see PCs sold with Linux installed. As for COMS, I am not surprised by its drop. Not dramatic for technicians because of its inability to come back to 200 ema.