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Technology Stocks : Intel Corporation (INTC)
INTC 50.57+4.8%3:59 PM EST

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To: Road Walker who wrote (44341)1/7/1998 8:27:00 PM
From: greenspirit   of 186894
 
John, I remember about a year ago when you challenged the thread to come up with this analogy. I also remember various member of the thread racking there brains trying to come up with the right analogy.

They could not find one then, and I suspect the same will be true today.

Let's face it...Intel is unique in being an inside piece of machinery with actual brand loyalty. This did not happen by chance. Clever marketing, and possessing a near monopoly position enabled this.

How long it will last is anybodies guess. I suspect it will continue until a competitor comes along with the management talent, marketing acumin and resources Intel has.

AMD/NSM doesn't look like that competitor. My guess would be, only an alliance between TI, LU, Hewlett Packard, Motorala and IBM could.

5 Billion dollars is allot of money!

Michael
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