Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.78

+2.7%

Nov 26 3:59 PM EST

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To: kash johal who wrote (111876)	9/30/2000 5:04:21 AM
From: JDN	Read Replies (1) of 186894

Dear Kash: Harsh words you speak, but to be honest, I have trouble refutting them. Frankly, I am shocked that a company as large as INTC with its INCREDIBLE resources could fritter away so many opportunities so quickly in what I think anyone would have to admit has been a great business environment even the past 12 months. I am not ready quite yet to crucify Barrett as most of the problems probably were developing before he took over, they just came to light under his stewardship. To this day, I cant figure out the Rambus thing. I am not a technician and look at this solely from a business viewpoint. I have to PRESUME that INTC has sufficient quantities of technical people that they knew TECHNICALLY what they were doing when pushing Rambus now the question is was it a good business decision or was top management DAZZLED with flashing lights? Dont laugh, I have dealt with VERY TOP management much of my career, and I have met PLENTY of them that could be DAZZLED. Monday morning quarterbacking I guess one could easily say RMBS was a disaster for INTC but what about the facts at the time the decision was made. Why did they make it? I have to presume again they felt RMBS could make their product distinct and clearly a step above the competition. BUT, then I read some of you technicians who claim that RMBS is ONLY of value at extremely greater CPU operating speeds then were in existence at the time and are now only JUST becoming available. Why didnt management know that, if its true, and why did they push it apparently prematurely. I dont know the answers but I do know that INTC does not LOOK or FEEL like the INTC I used to know. They need in there IMHO somone who can KICK ASS AND TAKE NAMES. I hate to admit it but that was my management style. Its not a job that makes one popular and certainly destroys a CLUBBY atmosphere but its very effective IMHO. JDN

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