DJ, excellent KO/INTC comparison. Excellent!
And INTC appears management -quite hip- to this reality. Just look at their ads. Ingenious Intel brand campaign going on. btw: Kids absolutely love the commercials... the dancing fabricator guys, the colored dust suits, the truck, et al. Soon, -everyone- not just geeks, will align with CO products. People -without- computers will like Intel!
Combine this powerful brand marketing with CO's superior tech leadership position. Higher MHz CPUs 1st half '98, fabbing Alpha chips, and so on...
No, I don't work for CO. Just an opportunist staring at INTC APR/JUL 100+ CALLs trying to rationalize scoop. A "Kato" ambush? Who knows. However, if INTC creates equal brand awareness as KO... there's no stopping this thing. jmho.
Mathon |