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Technology Stocks : Intel Corporation (INTC)
INTC 33.60-4.3%3:58 PM EST

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To: gnuman who wrote (65478)9/26/1998 1:06:00 PM
From: Joey Smith  Read Replies (1) of 186894
 
re:I continue to assert that Intel's PC segment is transforming into a commodity business.

You're wrong. Intel still has brand equity in this segment. Why else do you think AMD has to price their chips at a 25%+ discount to equivalent Intel chips? I know...I know... this is changing or the OEM brand name is more important. I disagree. AMD will have to spend tremendous resources to build their brand name, resources they don't have.

joey
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