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Technology Stocks : Intel Corporation (INTC)

INTC 48.58

-0.3%

10:07 AM EST

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To: Tenchusatsu who wrote (154178)	1/7/2002 4:35:55 PM
From: tcmay	Read Replies (1) of 186894

"Tim, Apple is the king of marketing, thanks to Steve Jobs. If AMD had even a fraction of Apple's marketing expertise, Intel would have a lot more to worry about." Agreed. But there's a lot more to the picture than just marketing, in the sense of selling the same product better than others. Apple has the ability (because it controls the basic box and software) to look out a few years and see what customers want. The "Digital Hub" marketing plan depends on the ability to have Firewire deployed in every Mac, to have the OS integrate transparently, and to not have a zillion different drivers and incompatible pieces of hardware attached. Dell may have this in the not-too-distant future. As more PC box makers get shaken out (negative comments here about Compaq and HP noted, and Gateway's troubles), Dell will control more and more of the architecture. Maybe shared with Sony. Whatever, the Apple product line is more than just part of the Steve Jobs Reality Distortion Field. I may buy a few thousand more shares.... --Tim May

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