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Technology Stocks : Intel Corporation (INTC)

INTC 35.81

+0.2%

Nov 25 3:59 PM EST

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To: Paul Engel who wrote (147252)	11/9/2001 12:28:42 PM
From: Tony Viola	Read Replies (1) of 186894

Paul, Re: >For AMD, CPUs are losing money - Flash is heading into losses - it's time to say Adios to Hectorville and Welcome Back Jerry - King of AMD for Life ! The way he looked on the webcast yesterday, could be the best thing for Intel. He definitely looks ready for pasture. As I see it, AMD desperately needs a successor to Sanders, and there doesn't appear to be one on the payroll now. Ruiz seems like a nice guy, but really lacks charisma or other apparent leadership qualities, and comes across sounding like a line sup at best. The flash guy is non-descript and the marketing guy a bag of wind. Dirk Meyer is obviously an excellent engineering type, but much too soft-spoken for CEO timbre. I'll take Barrett, and someday Otellini any day of the week over anything AMD has. Tony

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