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Technology Stocks : INTC
INTC 34.60-0.3%2:08 PM EST

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To: Road Walker who wrote (507)6/28/1997 1:30:00 AM
From: Joey Smith   of 990
 
Re; I think that you agree, as I do, that cost basis is a primary driver of success in current
technology, especially where there is no real proprietary advantage.

John, I'm not so sure cost is the primary driver of competitive success
in technology. Brand equity in the consumer mkt. is critical, and
I would argue reputation for quality is extremely important in the
enterprise sector. In other words, if a company is satisified with
IBM for its computing needs, then it might take a compelling reason for it to switch to a new vendor. But taken together (reputation, technology leadership, cost, etc), my money would be on a CPQ
based on WINTEL technology, rather than an IBM based on its proprietary technology.

joey
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