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

To: Paul Engel who wrote (109720)	9/12/2000 7:55:33 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

Hi Paul, RE: "Compaq and Gateway found that AMD systems sell - but only at prices WELL BELOW Intel systems for the same clock speed." ------------ And this is the value of the brand, that Intel has earned over many years, and hopefully Intel will work aggressively to maintain. I mean, if Intel doesn't, because say, they've decided to focus on the new businesses, it'll be counter productive, because the Intel brand exists in both places. What happens in the old area, impacts the new area, so the brandname must be protected in both spaces, unless Intel completely exits, which Intel can't do. Who is Intel's marketing executive in charge of protecting the company's brandname? i.e. who either has the power to pull back a launch before a launch occurs, or who has the ability to garner more resources for coordination of QA, or for whatever is causing these issues? How up are you on Intel's new businesses? Looks like this transition into the new businesses is making it hard on the old business, which is unfortunate. At this juncture point, I would think Intel should even take such an extreme measure as to dipping into the margins (or dipping into Intel Capital) in order to increase investments into Intel's old divisions for QA, coordination, or for whatever is causing these issues. When I think of the expensive cost of branding and when I think of the cost of last year's est $250MM launch mistake, in hindsight Intel would have been better off if they had instead invested $250MM into their old divisions in order to enhance QA, coordination, or resolve whatever is causing these issues. Attrition into the new businesses? Regards, Amy J