Jules, re:
"A strong vendor has phenomenal brand equity -- as
much as Intel," he said. "The top-tier companies have
brand equity. They say, 'We are going to sell our
brand. We succeed or fail -- not Intel.' "
That is essentially what this battle comes down to, consumer brand equity. If the Compaq name is stronger in the marketplace than the Intel brand name, Compaq will be successfull with it's AMD offerings. If, on the other hand, the Intel Pentium brand name is more important to consumers, the new Compaq models will gather dust on the shelves of retailers and distributors, and Compaq will lose market share to HP, Dell, GTW, Sony.
It's wise to remember that marketing usually wins over performance. This is and will be a marketing competition.
John |
