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Technology Stocks : Intel Corporation (INTC)
INTC 37.28-0.6%3:59 PM EST

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To: Harry Landsiedel who wrote (135824)5/24/2001 10:02:00 AM
From: Mary Cluney  Read Replies (2) of 186894
 
HL,<<<I focused on the others because many have been all over Barrett like a cheap suit in the past year. Admittedly, Intel's had some execution problems, but in Grove's mind, he has some very important skills.>>>

I'll have you know Donna Karen is never cheap, even when I buy it at closeouts. Inexpensive, yes - but, cheap, never.

Craig Barrett, IMO is an enlightened Grove. Grove was more lucky than good. Sure, he had the high energy and the single minded focus and he had the skills needed to take Intel to the top. But, that was a unique set of circumstances.

Barrett can still succeed with IA64. I don't think either Grove or Barrett really understand that market or any market for that matter. They are both "Japanese-like" in that they can't actually make new stuff, they only make new stuff better.

For Intel to succeed in new markets (ie communications) they will need additional skill sets.

Mary
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