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

To: gnuman who wrote (40465)	11/16/1997 10:33:00 AM
From: John Koligman	Read Replies (1) \| Respond to of 186894

Speaking of Compaq, I saw this post on the CPQ thread, it's just speculation at this point, but the article mentions the possibility that CPQ may be marketing a line of PC's equipped with the K6... Thought you guys would at least like to see the article... techstocks.com John One comment made was that a large percentage of Compaq's retail presence could turn out to be K6 based... In view of all the talk about yield problems, sounds like NOT, but who knows....

To: gnuman who wrote (40465)	11/16/1997 2:07:00 PM
From: Paul Fiondella	Read Replies (1) \| Respond to of 186894

Comments on Christmas selling season The Compaq flyer was also in the NY TImes this morning. The $799 MEdia GX 180 system includes a beefed up graphics processor. Compaq is selling the system through at least 33 major office, computer, and electronics national chains. That means the system will be everywhere this Christmas. At this point most box manufacturers have in inventory what they are going to sell for Christmas. All Intel has in the under $1000 category, not counting what is being sold without Intel approval from the glut of inventoried classic CPU's in the channel, is the P166MMX. In the next tier up $1200-1600 Intel is heavily represented with overpriced 233MMX's. Although first time computer users may still think they have to spend $2000 on a computer, that will not last long with these Compaq inserts in every newspaper. Compaq is actually educating the public to lower their price expectations. This is going to create another strategic inflection point for Intel.

To: gnuman who wrote (40465)	11/16/1997 8:51:00 PM
From: Road Walker	Read Replies (3) \| Respond to of 186894

Gene, I took a few moments this weekend to stop into the local CompUSA. Just a few observations: The Cyrix computer from Compaq LOOKED cheap (regardless of it's functional capability, the average consumer WILL NOT spend $800 on something that appears inferior), and from my experience marketing through retail, my guess is that they are using it to draw traffic, with an easy sell up to a better system. All Intel based computers had a POP sign with the speed rating, can't remember the name (C-something), which made for a very clear deferentiation of product to the consumer, I was impressed. There are a certain percentage of consumers who will allways buy the least expensive product, but they are in the minority. Most consumer don't identify themselves with the low end or the high end, but if given a clear choice of price vs. benefit, will place themselves somewhere in the middle range. Human nature. I still believe the industry as a whole is doing a lousy job of marketing computers. They are lined up with no logical progression, most POP is based on specifications which the average consumer doesn't relate to, there is no selling of real life benefits. My best guess, most potential first time buyers walk because of confusion and lack of compelling reasons to purchase. Bottom line though, Intel still owns at least this retailer. John