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

To: Road Walker who wrote (92540)	11/15/1999 9:17:00 PM
From: Jim McMannis	Read Replies (3) \| Respond to of 186894

John, I'm not going to argue about AMD as an investment but I will try to bring you up to speed a little... RE:"1. How many major box makers have announced Athlon products? 2. Can those that haven't announced product have PC's available for the best PC season? 3. Most of the major retailers have their Christmas advertising put to bed, can Athlon sell without advertising? 4. Will the high end consumer pay premium prices for a secondary brand name? 5. If you get off SI into the real world, and ask 100 consumers if they have heard of Athlon, how many will say "yes"? 6. If you ask 100 consumer the same question about "Pentium", how many will say "yes"? 7. Is name recognition important to sales? 8. Are the box makers asking the above questions? 9. Assuming Mr. Sanders production estimates are correct, if Athlon doesn't sell well in the 4th quarter, what will the excess inventory do to AMD's EPS numbers. --- 1. 5 that I know of, IBM, NEC, Compaq, Acer and HP. 2. Maybe, but not Dell and probably not Gateway. 3. Word of mouth is pretty compelling but AMD has just launched a rather large advertising campaign. At least for AMD. Centered around sports programing. 4. Good question...again depends on the perception. 5. No way of telling. 6. No doubt "Pentium" is a more well known name to the computer illiterate. It's also been around for 7 years longer than the Athlon not to mention countless millions to make the name known. I wouldn't discount how fast word can spread over the internet, though. 7. Yes name recognition is important, especially when Intel pays for half the advertising but an increasing number of boxmakers would like to be known and trusted for their OWN name rather than Intels. So it's a double edge sward. If people trust IBM, then they will trust what IBM puts inside. 8. I doubt it...I think they just would like to make a profit and gain market share. They will use whatever chip they think will give them that end. If Athlons sell, they will use them. It's that simple. 9. Well, right now there are 100k Athlons waiting for motherboards so motherboards are still the limiting factor. New motherboard makers are coming on line every day or two and the new VIA chipset is due by the end of the year. Fact is that Athlon is selling very well and Intel still doesn't have anything that can touch it...at any kind of good price or in usual Intel volumes. I mean, Dell is complaining and M. Dell is the Intel poster child. Jim