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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: Road Walker who wrote (112185)10/2/2000 7:41:49 PM
From: AK2004  Read Replies (1) of 186894
 
John

it seems that one can find plenty of unreasonable expectations on both
threads. I do not believe though that operational profits / revenue are in line with
expectations.

You may find interesting the following (below) from ml where ml is criticizing intel
management. That is the 1st major open intel management criticism that I have seen.

Regards
-Albert

Bad calls at Intel are continuing to affect the company

We continue to believe that all of Intel's recent problems, including the two
we've been writing about, flow from two bad decisions by Intel management. The
first decision was to push RDRAM into the PC market before the standard was
commercially viable, and to use RDRAM even for low-end products such as Timna.
There were other questions surrounding Timna, of course, but the delays
associated with getting the memory translator hub to work are what finally
killed the product. Intel's other bad decision was to reduce capital spending
for three years, from 1997 to 1999, before reversing in spectacular fashion in
2000 to nearly double cap ex. Had Intel not underinvested, it would have had
enough additional capacity to begin ramping P-IV sooner. Unfortunately, delays
associated with bringing P-IV online have resulted in the end-of-the year
scramble that is now leaving prospective P-IV buyers empty-handed for the
holiday.
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