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To: MulhollandDrive who wrote (18531)4/12/1999 1:14:00 PM
From: Barry Grossman  Read Replies (2) | Respond to of 93625
 
bp,

Being 100% Intel, as they are, means they are essentially a distributor for Intel. They would be remiss as a distributor to ignore a segment as big and as fast growing as the <1k pc. Now that Intel has Celeron's that are more technically capable than the original chips, DELL will be growing in that arena as well. And don't forget that DELL is also selling servers with plenty of high margin INTC Xeons. You don't hear the media talk about this segment very often do you? It's this segment that will provide a lot of profit dollars to both Intel and DELL. It's also one of the fastest growing segments because of the internet. The only market segment that the media ever seems to mention is the retail one. There are many others.

Barry