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Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%Nov 14 9:30 AM EST
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To: John F. Dowd who wrote (91655)11/4/1999 11:14:00 AM
From: Mary Cluney  Read Replies (3) of 186894
 
John,>>> Is this all tongue and cheek?<<<

Yes, of course. Intel can sell everything it can manufacture. It is recording record revenues and profits. It can't roll out its new products fast enough. It has a dominent share of the low-end PC market. It is about to enter the high-end Information Technology market. Management is already thinking about dominating the TCPIP market as if dominating the IT market is already a done deal.

My problem is with their Investor Relations, or more specifically, their inability to communicate with the investment community. I believe Andy Bryant is at the center of this problem. He represents what I believe is the old school network at Intel that still operates the way they operated (WRT investor relations), the way they had to, when Intel first went public and raised $12M.

The investment community is now different and Intel Investment Relations hasn't made the proper adjustments. Intel does a great job managing its business, but it doesn't have a clue about managing expectations.

Allowing professional industry analysts to explain and to influence the investment community, without Intel providing them effective guidance, is like allowing the blind to lead the blind when there is a guide available that has at least one good eye.

Mary
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