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Technology Stocks : Intel Corporation (INTC)

INTC 36.26

+0.5%

Dec 18 3:59 PM EST

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To: GVTucker who wrote (142480)	8/30/2001 2:31:43 PM
From: Mary Cluney	Read Replies (3) of 186894

GVTucker, <<<Granted, a lot of times there are synergies that can be obtained when a company enters a business that is related to their existing core. In the end, though, synergies are usually overstated. >>> We once had a Defense Secretary, a former Chairman of General Motors, who was quoted as saying what is good for General Motors is good for the USA. In a similar way, Craig Barrett is now saying what is good for computing is good for Intel. It's a vision thing. Normally, people who study engineering and or finance are lousy at the vision thing. Bean counters are the worst in this regard. You don't want any bean counter (or people who have anything to do with finance) get near the vision thing. They have strong opinions and they are almost always wrong. A company without vision (the way most finance people would have it) is a company that is going to die anyway and only the liquidators are going to make out (I guess that is why finance people like it that way). IMO Craig Barrett has a shot at reinventing Intel. If Intel is to survive, as any company that is going to survive, has to constantly reinvents itself. Mary

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