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

To: flickerful who wrote (4591)	11/5/1997 2:29:00 PM
From: Petz	Read Replies (1) \| Respond to of 11555

RE: INTEL brand recognition in PC's I think big businesses are harder to sell on non-Intel CPU's than a first time or repeat consumer buyer. The old adage, "Nobody ever got fired for recommending IBM" now applies to Intel. Also, businesses buy a lot of Dell's and Compaq's and all their business machines are Intel-based. Small businesses will probably take the recommendation of the retailer they go to, and here Intel's monopolistic practice of subsidizing advertising if and only if it only advertises Intel -- will tilt him/her towards Intel. The new buyer will likely ask a computer hobbyist for advice. As a group, this segment is much more likely to recommend a non-Intel processor. See zdnet.com -- fully 38% of a survey of Computer Shopper readers would pick a non-Intel CPU. Also, the new buyer is very sensitive to price. The repeat buyer is probably sophisticated enough to realize that other things matter more than the CPU's manufacturer. In fact, he's probably bored with his computer and would like to try something new. Petz