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Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%Nov 14 9:30 AM EST

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To: Road Walker who wrote (44199)1/6/1998 7:37:00 PM
From: David S.  Read Replies (2) of 186894
 
John, Brands are powerful, but they can also be created
overnight or greatly modified by public perception.
5 years ago, probably most of the people who now follow
this Intel thread had never heard of Intel. Now they
almost have the recognition of Coke. 3 years ago
Netscape was unknown, 2 years ago Amazon was unknown,
6 months ago E-trade was unknown, and 3 months ago
Ameritrade was unknown. Compaq is competing with
HP and Dell and IBM, not with Intel. But perhaps
you are right, there may be some jealosy about Intel's
rather prominant recognition and they want to say
to themselves that you are buying Compaq not Intel.
Even giant companies take on the personalities of
their leaders to some extent. Educate me about
Compaq if you think that is so.

Regards, David S. (the Ist)
Long on Intel and Iomega
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