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

To: Ali Chen who wrote (148726)	11/18/2001 9:45:38 AM
From: t2	Read Replies (1) \| Respond to of 186894

Is this a sort of new vision in retail practice? Since when the retailer ads were reflection of consumer preferences? When retailers see a direct seller like Dell taking so much market share, they have to be questioning their strategies. Is it entirely due to Dell's business model or is there some to it (imho, going Intel only has also been important).....I have gone into retail outlets and have seen about 50% of the PCs on display being ones with AMD processors during the summer. All we hear in the PC business is how successful Dell has been while everyone else is struggling. Now, a big retailers is starting to realize that maybe it is not just the Dell business model that makes them so successful. IMHO, being all Intel had set them apart from the rest of the pack...made them appear to the brand name in PCs. (Gateway and Dell probably came to the same conclusions earlier this year). So, now it is really not surprising to see Best Buy start taking a similiar approach. I bet they will be very successful with this strategy relative to other retailers. By the way, there is still lots of choice, there are still lots of places to buy AMD computers. The choice will still be there. I really have nothing against AMD although I would pay more for a similiar PC with an Intel processor---all that advertising over the years has worked.<g> IMHO, the market share gains by Intel are going to be large and very quick...much faster than the analyst community believes.