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

To: Road Walker who wrote (94270)	12/18/1999 7:09:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 186894

John, RE:"Perception is reality. Intel can try to communicate to the purchase decision makers that they have real products, plenty of supply, and that they won't introduce new CPU's until they can meet demand. They can try to explain that the competition is making product announcements for vaporchips, and that Intel is really EFFECTIVELY leading the marketplace. That's a very hard message to get across, and in the end most times it will sound like you are making excuses. If Intel can't accept the perception that they are trailing in speed, the only alternative is to release chips before they can completely supply demand. That appears to be what they are doing with the 800. re: "Intel can - AND SHOULD - change their marketing strategy as the market changes. Change is GOOD." Agree 100%, their marketing should change just as frequently as their technology. Without being exceptional in both technology and marketing, Intel wouldn't have the market share they have today. As examples, Celeron was a marketing decision, and it effectively reclaimed the low end of the marketplace. The "Intel Inside" marketing program has made Intel one of the best known and respected brand names. re: "Intel is at least demonstrating some FLEXIBILITY - and is rolling up its sleeves to play down and dirty with the dirtiest - AMD." I would hope that Intel announces that they have limited availability on new CPU's that they release before they have capacity to fill all the demand. This SHOULD prompt the question to AMD, at their next product release, about THEIR availability. re: "And we now have a market driven by PERCEPTION - not reality." Like it or not, we always have."... Yes, this is the John Fowler I used to know. The perception is the reality. Jim

To: Road Walker who wrote (94270)	12/18/1999 7:40:00 PM
From: Paul Engel	Respond to of 186894

John - Re: "If Intel can't accept the perception that they are trailing in speed, the only alternative is to release chips before they can completely supply demand. That appears to be what they are doing with the 800." Yes. That is what they are doing. They have had 10 years of being in the driver's seat - but right now, AMD is making mileage by announcing - and Intel is forced into playing the same game. Re: "I would hope that Intel announces that they have limited availability on new CPU's that they release before they have capacity to fill all the demand. This SHOULD prompt the question to AMD, at their next product release, about THEIR availability." I'm sure they will - after all, all the press leaks already contain this message. Paul