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Politics : Formerly About Advanced Micro Devices
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To: Scot who wrote (83234)12/16/1999 12:49:00 PM
From: Charles R  Read Replies (1) of 1579985
 
Scot,

<The word from Intel's (nasdaq: INTC) sprawling campus in San Jose, Calif., is that Dr. Craig Barrett, the cerebral, sometimes professorial chief executive, is a very angry man. >

I have heard these stories myself. Barrett is apparently going around and chewing his top guys on how a well resourced company like Intel can fall behind this badly. Rumors of some high level departures and some layoffs in Santa Clara are rampant.

<Intel is said to be having trouble getting optimal performance out of the chip at speeds above 700 megahertz. >

I noted this one a few days back. Merced is in great shape except MHz. It will be interesting to see how Merced will compare with Athlon derivatives at launch. I have a feeling the gap is going to be pretty large.

<"It is quite clear AMD is pushing them and Intel is taking chances," says Dan Scovel, semiconductor analyst with Fahnestock & Co., a New York-based brokerage. For years, he says, it was AMD that was under pressure, and now the roles have been reversed. >

Nice to know Wall Street is finally waking up.

<Barrett and company need to learn to live with such constant scrutiny--that is the cost of being the biggest and best chip company in the world. >

Yes, Intel does have this going for them...

Chuck
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