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Technology Stocks : Intel Corporation (INTC)
INTC 33.96-2.2%11:04 AM EST
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To: Paul Engel who wrote (94495)12/21/1999 11:11:00 PM
From: Elmer  Read Replies (1) of 186894
 
Re: "The Camino issue was more of a learning problem - where Intel's engineering and validation of the Camino didn't encompass the entire range of variables that it should have. I attribute this to a learning process - for a new technology - and the learning process was painful. Again, the technology transition form SDRAM to RAMBUS was more challenging than most people anticipated - and certain areas were glossed over."

I don't think Camino itself was a screwup. It's part of Intel's corporate values to take risks. I see the real problem as being the lack of a backup plan. With so much unknown it was dumb to commit 100% to a unproven technology without someone highup asking, what happens if it doesn't work? That was the screwup. RamBus is a great experiment that will someday prove it's value but Intel was perfecting the parachute on the way down. Smart companies don't do that and Intel is a smart company so why did they jump out of the plane without a backup chute?

EP
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