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

To: Road Walker who wrote (151577)	12/7/2001 11:33:12 AM
From: wanna_bmw	Respond to of 186894

John, Re: "Is it performance when people chose AMD and marketing when people chose Intel?" There is more to the value proposition of a PC than just performance. And even performance differs per application these days. People have to consider price, performance, reliability, support, ease of use, design, included components, etc. There are so many markets out there, and the classical "PC" has been segmented. I'm sure that some people buy simply out of marketing, and still some others buy because of the name recognition (which I guess you could call marketing from an earlier date). However, in the end, I think people find value with an Intel based system. Dell and others can build extremely reliable and well running machines. 90% of the market out there doesn't benchmark their machines, and they won't be able to tell the difference between 10% of performance. Therefore, they buy from an OEM they trust, they pick out the components they want, and they know the Intel brand name. It's as simple as that. For the 20% of the market that has already invested in AMD, there are some that bought into the lower cost proposition, some that bought into the performance proposition, and some others that may have even bought into the AMD marketing proposition (QuantiSpeed, etc). In order to win these people back, Intel has to include features that people "want" (of course, Intel has to tell them what they want, since consumers are intolerably unimaginitive when it comes to features - they need the sales clerk to tell them what's "cool"). Intel's future holds things like wireless networking, gigabit ethernet, and USB 2.0, all integrated into the chipset. As a former retailer, I know that consumers go crazy over these kinds of things. So going forward, Intel will want to be ahead of AMD in performance - that prevents AMD from having a credible marketing message. Second, Intel will want to differentiate themselves from AMD in terms of features offered. I think Banias, for example, will be a huge differentiator from AMD's mobile platform. It will be much lower power, support much longer battery life, and include wireless networking built in. Consumers will love it. Going forward, I think Intel has some good products on the horizon, and the advantage of having a lot of research in networking and communications, is that Intel can always borrow these technologies to integrate into their CPU lines. Going forward, Intel is not looking too bad. wbmw