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Politics : Formerly About Advanced Micro Devices
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To: Amy J who wrote (107518)4/24/2000 9:32:00 AM
From: steve harris  Read Replies (1) of 1574046
 

Amy,

It's a long history why I have the opinion iNteL is having problems.

I don't think Grove is running the day to day operations of the company,
and Barrett, Otellini, and Gelsinger do not install confidence. As long as the
current spin continues, the problems will continue.

That aside, did not intel say that the supply problems would be resolved in
Q1? Was that not due to the new B0 stepping?

Now intel says the supply problem will be resolved in 2H00?
Willy is the answer to 2H00? Or is Otellini trying one more P3 tweak?

I think intel gambled on a P3 core tweak and failed.
Wasn't the "notched gates" suppose to fix the high end?

Intel has exceed earnings guidance in order to make their estimates the last
two quarters.

Did you see the delays posted by DELL on their website concerning the high
end P3s?

I think there is a 800-1gig P3 problem, and it's not demand.

Yields may be fine, bin splits may be the problem.

I believe Grove made mistakes, quickly recognized them, and became the great businessman he is. I think the current management has not quickly recognized the problem yet.
A previous post outlined what I saw and I believe it remains a people problem near the top. The employees busting their butts are not the problem.
Message 11910572

steve
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