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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (91497)	10/31/1999 9:26:00 PM
From: philipah	Read Replies (1) \| Respond to of 186894

Tony - <Betamax vs. VHS> You are 110% correct. The good news: Intel investors, IMHO, enjoy BOTH excellent marketing & superior product(s). As for marketing the Company itself, IR improvements, like chicken soup, wouldn't hurt. I just read Fleck's latest missive (posted on SI home page) - he's deciphered the Webcast in his own, inimitable way. Did we watch the same presentation? P

To: Tony Viola who wrote (91497)	10/31/1999 9:44:00 PM
From: jmac	Respond to of 186894

I second your post. It may not be right, but it sure is business.

To: Tony Viola who wrote (91497)	10/31/1999 11:00:00 PM
From: Dan3	Respond to of 186894

Re: the "superior" device, or technology, or just plain product doesn't always win out... Interesting list. Betamax, Apple, 68000, and non-Japan Inc were all more expensive than the "superior" alternative. The market went for lower cost in every case. I don't think OS2 or the mainframes were straightforward substitutions (though OS2 was also more expensive until after it was a lost cause) Regards, Dan

To: Tony Viola who wrote (91497)	11/1/1999 2:56:00 AM
From: Amy J	Respond to of 186894

RE: "As I'm sure you know, the "superior" device, or technology, or just plain product doesn't always win out: OS/2 vs. Windows I hate to say it, but superior marketing, or the just plain monster, 800 lb. gorilla company won out in all of these cases." Hi Tony, MS was tiny when this battle started, while IBM had a headcount of how large (I'll take a guess, maybe 100,000)? MS definitely did not win on size and wasn't a 800-lb Gorilla back then. A relatively small group, while IBM was humongous. Hope you had a Happy Halloween. Regards, Amy J