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

To: Road Walker who wrote (44305)	1/7/1998 2:31:00 PM
From: Clayton	Respond to of 186894

John, Re:Intel brand vs. box maker brand>> For me the question is, given a choice, would someone buy a Compaq with AMD processor or an HP with Intel processor at roughly the same price/speed. If they go for Compaq, I would say that Compaq brand name matters more than the processor brand. Compaq is not there yet, with Dell/HWP/GTW shooting at them, they probably never will. The current reality is that most consumers(except for people to whom every $ counts or AMD or Cyrix lunatics) would go for a box with Intel processors even with a sight price premium rather than with any other box with AMD. What I have observed is that when somebody asks someone what kind of PC you have, the answer is like, I have a pentium 166, pentium pro etc, etc emphasizing processors/speed rather than the box brand. It was a different story last year with mediaGX presarios. They were priced way below comparable Intel boxes. But not any more. Just my humble opinion. Regards, Clayton

To: Road Walker who wrote (44305)	1/7/1998 3:59:00 PM
From: Diamond Jim	Respond to of 186894

re:Do you think you have a better Buick because you use Exxon Gasoline?" No, Exxon pulled out of California so I actually have a better Buick because I use Mobil or Chevron 92 octane only. jim

To: Road Walker who wrote (44305)	1/7/1998 7:06:00 PM
From: Harry Landsiedel	Read Replies (1) \| Respond to of 186894

John Fowler. Re: "BTW, I love that definition of Brand." Thankyou. Re: A better analogy would be the auto engine. Not sure about that. I see your point. The reason I picked gasoline was that cars and gas are clearly two different brands. I saw the chip as the "fuel" of the PC. Without it you can't go.:) Also gas marketing has tried to add value to a commodity by saying "you will get better performance for your car if you use our fuel." Finally, to repeat myself, Std Oil won the gas wars with cap. investment. They simply out invested their rivals. I wonder if the most successful boxmakers of the future won't add a stronger service element, just like the gas stations did in the past. HL