Mary,
<Now is a good time for Barrett to clear the decks so to speak. Lower expectations so that he can be sure to beat expectations going forward.>
Given the extent of negative spin on Intel by so many analysts, expectations are pretty low already. It scares me to think of what Barrett can say to make them much lower. And, while I like the idea of lowered expectations, I am not sure that making "sure to beat expectations" is as easy as you make it sound in this type of low visibility environment. Given so much bad news in tech, a lot of CEO's have looked bad executing the "lower, then beat the expectations" strategy, Chambers being the most notable.
<Anything that happens from now on is his responsibility - with no one else to blame. And, stop being defensive. We (shareholders) will attribute everything up until now as Barrrett going through a CEO learning curve>
Defensive? I am not sure what you mean, but if you mean I approve of Barrett running Intel properly up to this point, I do not. I do not think he himself believes he has done a good job either. Otherwise you are right, he would be arrogant.
<Unfortunately, Barrett's leadership is now being questioned. It is his own doing. Now he has to perform under the microscope. The honeymoon is over.>
I agree. Let's hope he can do a good job.
Regards.
SK |
