Tenchusatsu, what do believe my premise to be, I am sorry but NO, I do not think Intel is going to fade into the dust. NO! not by a long short. I agree that the capacity that Intel has is formidable and dominant. Clearly the only thing that Craig has done meaningful in his time at Intel is kick the snot out of the Manufacturing Fabs and get them to a consistent and world class caliber. Before him, they were iffy.
But Craig has no other vision, he is uninspired generally.
So Ten, you may choose to cast me as a ranting nay-sayer fine, but look at the content of what I am saying, its not willy-nilly as you imply. Yes I was again wrong on Intel's last quarter, yes the threw in the kitchen sink into 3rd quarter, as far as costs, and cleaned up for the 4th quarter. This market would need a strong catalyst to tank and correct, given my assumptions and Gateway, Y2K, I made a wrong prediction. I still am looking for a catalyst the would tank the market, the only one I saw for the early part of the year was the potential of Intel missing. Again I was wrong, I can deal with it, hope you can.
I am pointing out where Intel is miss-executing, if a B grade is good enough for Intel that is fine, my target is always 100% and Intel is not there now. 1996 yes, 2000 NO
wolff
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