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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: ratan lal who wrote (27949)	7/14/2000 5:17:46 PM
From: DownSouth	Read Replies (1) \| Respond to of 54805

And consumers would never have identified the computer with INTEL nor demanded Intel but for the logo "Intel Inside" and the fact that most resellers took advantage of that logo and convinced their customers that Intel was a better way to go 'even if they had to pay more for it.' I am not convinced that the "Intel Inside" campaign made that much difference to the consumer. I am sitting here with a relatively new CPQ with an AMD Athlon inside. I have guided dozens of people over the years in their purchase of PCs. The fact is, if it was a quality brand, such as CPQ, the CPU brand just did not matter to them. Intel did a lot of advertising, and that did not hurt, but I think, in the final analysis, it is a battle for the hearts and minds of the PC manufacturers and, most importantly, advancing the state of the art of the CPU and the ability to get new products manufactured profitably to meet demand that makes the difference between INTC and AMD. The same may be true for QCOM--design, development, advancing the technology and delivering the product in quantity. Their is one BIG difference between the CPU battle and the wireless battle. That is the wireless service providers, unlike PC "manufacturers", have a huge infrastructure and operations cost. That is where QCOM's technology will win the day. That technology (CDMA) gives the SPs more "productivity" for their infrastructure and operating dollar.