Hi 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."
Intel does not appear to be sufficiently focused on the processor division - who would be the person in charge of this particular decision?
RE: "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."
I believe Intel's brandname has to be protected in the old microprocessor business (which has a lot of visibility), in order for Intel's brandname to succeed in the new business.
Thus, an investment in protecting the old business, would actually assist the new business. Who is in charge of investment allocations of resources between the divisions? Do any of Intel's financial reports indicate how much money is invested into the different divisions? I would be interested in reviewing this.
RE: "It is already hurting their bottom line - by allowing AMD to regain their footing - and competing effectively with Intel." Paul
No doubt AMD has a foothold, but fortunately, this foothold is restricted by their limited capacity. As you know, Intel's capacity is many times more than AMD's capacity. I think this is a fab war and one which is very lopsided in favor of Intel.
Having said that, Intel's fabs shouldn't be the fortress that protects Intel. A strong brand-marketing executive needs to go up to bat for Intel's brandname and take on any executives who get in the way of this, as a strong marketer should do. Protecting the company's brand, should be one of the most important tasks for a marketing executive.
Regards,
Amy J |
