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Technology Stocks : Intel Corporation (INTC)
INTC 38.16+2.5%Nov 7 9:30 AM EST

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To: greenspirit who wrote (82135)5/31/1999 2:18:00 AM
From: Amy J  Read Replies (1) of 186894
 
Hi Michael,

The beauty of expressing an opinion is it invites a counter opinion ;)

So, here's my counter opinion:

I believe Intel has excellent marketing capabilities, especially when targeting ITs, resellers, etc.

Their consumer marketing has been very successful (i.e. Intel Inside). I understand the bunny people ads were successful. They've demonstrated extremely solid consumer marketing.

I think this one recent consumer TV ad doesn't constitute a flaw with all of their marketing. TV ads are visible, so I'm sure they'll look into this to determine if they've missed appeal with their target audience. They did err with the executation of the ad (you said you couldn't see the delta in the robot)

Regarding 100% PC penetration of USA households... this is a pricing issue, not an advertising issue, which eMachines demonstrated and Intel is now addressing.

Regarding marketing to the low-end market, I would venture a guess and say this was by choice, but they're now demonstrating a conscious choice to aggressively target the low-end market. (Would we really have wanted them to target the low-end market 5 years ago?)

Regarding the really low-end market, I would venture a guess and say the StrongARM chip is transitioning (it was acquired.) But by the next release, I feel confident it will have captured the mindshare of all the Intel reps who train the distys.

This is fun. I enjoy your comments and debating!

Amy J
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