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Technology Stocks : Intel Corporation (INTC)
INTC 35.81+0.2%Nov 25 3:59 PM EST

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To: Pigboy who wrote (109634)9/11/2000 2:41:33 AM
From: Paul Engel  Read Replies (5) of 186894
 
Pigboy - Re: "Wondered if the recent Intel news of the past few weeks (recall, 1.13 probs, kumar saying growth slower than expected/horrible yeilds on some chips,etc...) has changed your mind at all on Intel going forward here? "

Yes - in a way.

Clearly, the management of the microprocessor group has SCREWED UP big time - and they should be held accountable by losing their jobs.

Albert Yu should be the first to go.

Craig Barrett better make it happen - or else he may also need to go. I can't see him benefitting while Intel's reputation is continually smeared with engineering screw up after screw up.

Re: "I guess I'm just trying to figure out how much of the recent news is overhyped or not and how much it will actually hit margins/bottom line?"

Intel's strongest asset is its name and reputation - that is how and why it can charge - and get - higher prices than AMD. As Intel keeps trying to destroy its own reputation by their own ineptness, they continually chip away at their quality image - one that has taken 32 years to build.

It takes a lifetime to build a reputation - and an instant to destroy it.

It is already hurting their bottom line - by allowing AMD to regain their footing - and competing effectively with Intel.

Paul
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