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Politics : Ask Michael Burke
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To: Earlie who wrote (75135)2/3/2000 7:23:00 PM
From: Joan Osland Graffius  Read Replies (1) of 132070
 
Earlie,

I am not a fan of Intel the company or the stock. Intel could be playing the game the companies in the auto industry do during model change over, when they dump their old models at any price when the new models are about to come to market. AMD certainly seems to be gaining market share, but it is going to be important for Intel to have "no" old Pentiums in inventory anywhere, when they come out with the new Pentium so they can "charge as high a price as possible". IMO, this is a dangerous game since if this is what they are doing they are playing it to far ahead of product introduction. That last design problem with RMBS tells me they have lost their "good" engineers, or the new management does not understand the engineering design to production transition risk.

Now we have lots of interesting possibilities if there are production problems, if the market does not think it needs the new product, if the new product does not meet expectations, if the product has to high a cost, etc.

Joan
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