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

To: Road Walker who wrote (44199)	1/6/1998 7:37:00 PM
From: David S.	Read Replies (2) \| Respond to of 186894

John, Brands are powerful, but they can also be created overnight or greatly modified by public perception. 5 years ago, probably most of the people who now follow this Intel thread had never heard of Intel. Now they almost have the recognition of Coke. 3 years ago Netscape was unknown, 2 years ago Amazon was unknown, 6 months ago E-trade was unknown, and 3 months ago Ameritrade was unknown. Compaq is competing with HP and Dell and IBM, not with Intel. But perhaps you are right, there may be some jealosy about Intel's rather prominant recognition and they want to say to themselves that you are buying Compaq not Intel. Even giant companies take on the personalities of their leaders to some extent. Educate me about Compaq if you think that is so. Regards, David S. (the Ist) Long on Intel and Iomega

To: Road Walker who wrote (44199)	1/6/1998 7:39:00 PM
From: Joey Smith	Read Replies (1) \| Respond to of 186894

John, I wonder if Intel will now "slant" its advertising to bring out this point. They started doing this in a recent commercial by saying "make sure the sticker on your computer is Intel Inside". I would guess this commercial may be running more in the future. I don't think Intel want/need to mention AMD/CYRX by name in commercials since this would would give them "free" exposure. It will be interesting to see how Intel changes its marketing strategy now. Of the Big 4, Dell/HWP looks like they will remain 100% loyal to Intel, while CPQ/IBM decided it was worth the gamble to save a few bucks on their CPUs...Actually comes at a good time with DOJ investigating Intel. I wonder if DELL/HWP will get any "preferred treatment" when those Slot 2 PIIs come out in a few months.... joey