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Technology Stocks : Intel Corporation (INTC)
INTC 48.72+3.0%3:59 PM EST

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To: Tony Viola who wrote (140726)8/2/2001 4:52:36 PM
From: GVTucker  Read Replies (2) of 186894
 
Tony, RE: Gottfried on the AMAT thread tried to explain Intel's valuation in part by citing their brand value, that list where Intel is sixth in the world in brand value. However, Coca Cola is #1, yet I don't see Coke any more expensive than Pepsi at the store.


That's because the Pepsi brand has significant value, while AMD as a brand has just about zero value.

Compare Coca-cola to the Sam's generic brand. It has both a huge price and market share advantage. That is probably as direct as you can get with the Intel/AMD comparison.

Poor Coca-cola into the Sam's cans and vice-versa, and I bet that the market share numbers wouldn't change that much at all. That is the draw of the Coca-cola brand. Similarly, if you put Intel chips into AMD PCs and AMD chips into Intel PCs, I betcha market share numbers there wouldn't change at all, either.
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