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Technology Stocks : IDTI - an IC Play on Growth Markets -- Ignore unavailable to you. Want to Upgrade?

To: James Petersen who wrote (4587)	11/4/1997 2:45:00 AM
From: flickerful	Read Replies (1) \| Respond to of 11555

james... i agree with you.<<i think we are finally getting past the days where everyone was Intel brand conscious>> my point was a simple one and it relates to charlie's closing remark. the intel image has been embedded for some time ( sorry. i couldn't resist.) in the market; it has a ubiquitous presence and by default, consumers trust it. consider how few consumers have ever even had to make intel an affirmative purchase, make a conscious decision to buy intel. it has simply not been an issue. UNTIL NOW, of course: with the advent of the sub$1000 computer market, so begins the possibility of choices where there were previously none. i think it will be exciting, but as charlie notes, intel is not used to taking a back seat. idt needs some savvy moves to shore up any leads it may still have in the way of shipping its new products before they become stale...and they should be moving quickly on the graphics niche before they are outdistanced before they get to market. what i feel is key: to educate, to enlist a consumer, if you will. give a consumer a sense that buying idt is the smartest thing to do today. buying intel would simply be acting out of habit, whereas the world is changing...and idt is at the vanguard of that change.