Word: delling
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...truce helps establish new limits on the exercise of market dominance. In the Intel case, the microprocessor giant has agreed not to withhold -- or threaten to withhold -- technical information as a way of getting companies to sign away intellectual property rights. Computer makers such as Compaq, IBM and Dell are highly dependent on Intel for advanced information when designing new computers that will make the most of Intel's chips. Intel can still keep information about its chips confidential for legitimate business reasons (e.g., the information is being used to design competing chips), but not as a way of muscling...
Investing in brand-name consumer products, once the buy-and-hold, sleep-at-night formula for riches, has lost much of its appeal. Just compare the performance of Berkshire Hathaway, the repository of great American brands assembled by legendary investor Warren Buffett, with that of Bill Gates' Microsoft--or Dell or Intel. Is Coke no longer "it"? Have brands like American Express and Disney lost their luster? What has caused Buffett-style consumer brands to lag behind the big tech stocks...
Simultaneously, Microsoft and Intel and to a lesser extent Dell and Cisco, the two other great NASDAQ performers, have become the new global brand names. "Intel Inside" is almost as recognizable in China and Eastern Europe these days as are Coke or McDonald...
Cramer runs a hedge fund and writes for thestreet.com He holds investments in Cisco, Coke, Dell, Intel and Microsoft. This column should not be construed as advice to buy or sell stocks...
Michelangelo V.D'Agostion '02 said his Dell laptop suits his needs...