Paul, re: "Did you listen to the audio portion ?"
Yes, two hours that seemed longer.
On the general format, the analysts were asked to fill out a form at the end for feedback on the meeting. I suspect they will not like it. As there questions were emailed in, there was no follow up. Mr. Grove just dismissed many as redundant. Many of the well known analysts wern't heard from, I don't know if they didn't pose questions, or if their questions were rejected by Intel. Unlike most Q&A, Intel was in complete control.
If I had to pick a single key theme that they were trying to communicate, I would say that it is that Intel is changing dramatically, with it's new enterprises. Even down to changing the mission statement. They seemed to emphasis that for the first time aquisitions cost were higher than capitol investments, and implied that that would continue. They want to be know as an e-commerce enabler, not a PC company.
Wish I had taken notes, lots of interesting stuff, and worth the time.
John |
