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Technology Stocks : Intel Corporation (INTC)
INTC 36.48+1.9%10:19 AM EST

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To: Paul Engel who wrote (109649)9/11/2000 7:09:30 PM
From: Jim McMannis  Read Replies (1) of 186894
 
Paul,
RE:"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?"

You said>>>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."
----
Man, it seems I'm one of the few left that think Intel is doing a good job, at least with damage control. Forget the benchmarks we've seen so far for Willamette. Intel is sandbagging. Willy will kick some butt...Scumbria will be shocked at the benchmarks....
Rambus prices are dropping. Dell ought to be able to sell P4 units for under $3000 with help from Intel. They will sell like hotcakes...(lots of power dissapation <G>)

As far as heads rolling at Intel...I've been calling for that for a while. Otellini and Yu first...Unfortunately, some of it leads back to the paranoid one...

Jim
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