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

To: Tony Viola who wrote (140726)	8/2/2001 4:52:36 PM
From: GVTucker	Read Replies (2) \| Respond to of 186894

Tony, RE: Gottfried on the AMAT thread tried to explain Intel's valuation in part by citing their brand value, that list where Intel is sixth in the world in brand value. However, Coca Cola is #1, yet I don't see Coke any more expensive than Pepsi at the store. That's because the Pepsi brand has significant value, while AMD as a brand has just about zero value. Compare Coca-cola to the Sam's generic brand. It has both a huge price and market share advantage. That is probably as direct as you can get with the Intel/AMD comparison. Poor Coca-cola into the Sam's cans and vice-versa, and I bet that the market share numbers wouldn't change that much at all. That is the draw of the Coca-cola brand. Similarly, if you put Intel chips into AMD PCs and AMD chips into Intel PCs, I betcha market share numbers there wouldn't change at all, either.

To: Tony Viola who wrote (140726)	8/2/2001 5:02:23 PM
From: Road Walker	Read Replies (2) \| Respond to of 186894

Tony, Good points on Intel's brand v. other consumer products companies. The amazing part is that Coke and those other guys are finished goods manufacturers, Intel has built its brand equity/premium on a component of other manufacturers finished goods. I don't think that has ever been done before. Not that it can't be overcome. Intel has to stay at the top of their game, or brand equity can become brand liability very quickly. Then there is the "other" business, a defect in the track that could derail a freight train going at full speed. Intel's former management built an incredible business. Hope Intel's current management protects it. (BTW, I saw the Barrett interview. I would have liked to see him ignore any reference to AMD or Sanders, and just continued on his arrogant way <g>). John