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Technology Stocks : Intel Corporation (INTC)

INTC 37.89

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Nov 12 3:59 PM EST

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To: Road Walker who wrote (94245)	12/18/1999 1:51:00 PM
From: Paul Engel	Read Replies (4) of 186894

John - Re: "It is interesting that Intel is releasing it's fastest MP's while supplies are limited. Their normal product introduction strategy was to have a good supply in the hands of the box makers well before the product announcement, and have plenty of product availability on the Monday when the press releases go out. This was great because you had announcements not only from Intel, but also from all the box makers, simultaneously. It certainly helped consumer awareness. The AMD folks would say one of two things. One, Intel is having manufacturing problems and is faltering in their execution, or Two, Intel is rushing the chips to market before they are ready for mass production to keep ahead of AMD. The early release appears to be a deliberate marketing strategy, and I think there is probably some truth to number two." Marketing and perceptions are a good substitute for reality. AMD has continually made good headlines by announcing products well ahead of any commercial availability. So now Intel has decided that it TOO can play this game. That is a change - hopefully temporary - for Intel. But in my copy of the US Constitution, I see no clause that allows AMD to announce CPUS without product availability and DOES require Intel to announce new CPUs with massive availability. Ergo, Intel has every right to play by AMD's rules if it is required too. Have you seen any 750 MHz AThWIPER PCs? No - I haven't either. But Jerry Sanders made sure he got FACE TIME on CNBC - direct from his OFFICE-In-EXILE in Bel Air - when the Phantom 750 MHz AthWIPER was introduced. And the CNBC butt-sniffers didn't ask Jerry how many 750 MHz AthWIPER PCs were available on that launch day. So I believe Intel has the SAME RIGHTS as Jerry Sanders and AMD. Intel can - AND SHOULD - change their marketing strategy as the market changes. Change is GOOD. And we now have a market driven by PERCEPTION - not reality. Intel is at least demonstrating some FLEXIBILITY - and is rolling up its sleeves to play down and dirty with the dirtiest - AMD. Paul

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