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Technology Stocks : Intel Corporation (INTC)

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To: PFRice who wrote (3235)	9/10/1996 9:29:00 AM
From: Burt Masnick	of 186894

Heard on CNBC this morning. Oracle is making a deal with a "Major Telco" to distribute Oracle NCs FREE to those who agree to sign up for internet access. It's like those deals where the cellular phone is free if you sign up with a cellular carrier. The model is the old Gillete - Give away the razor and sell the blades. A few problems - If I have a PC I don't need this. If I don't I can only use the box with the phone service. I don't know if this will catch on with the general public. I'm not a marketing guru but my guess is that if someone doesn;t have a first PC by this time, they are either uninterested, scared of computers or poor. These three catagories strike me a nightmarishly difficult to coax into extensive online usage. But it also indicates that the only way oracle can get any mass market for its product is to find a way to give it away free. Maybe I'm wrong but this has the smell of a debacle about 15 months from now. Burt

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