Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 35.10

+2.3%

Nov 19 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: dmf who wrote (27432)	7/24/1997 8:16:00 PM
From: henry tan	of 186894

dmf and all, IBM CEO eyes on PC server market. In last 2 quarters, PC division have been the most growing division which contributs to IBM revanue. My guess is IBM will be the next most likly canidate to join Mercede camp. marketinvestor.com IBM: PCs Get CEO Attention 06:10am EDT 24-Jul-97 Analysts' reading of the corporate shuffle (other than it is just that) is the point that PCs report directly to CEO Lou Gerstner. While many analysts think that PCs have been given top priority ever since early 1994 when Rick Thoman shook up the division, the involvement was the PC head and the CFO-such as Thoman/York and then Stephenson/Thoman, etc. Gerstner has to see the potential for regaining market share overall and for picking up the slack in Europe in the PC group and must want a direct report on this and other issues. Normally analysts pay little heed to IBM's top management shuffles. However, this one impresses us given that IBM's 1980s CEOs more or less ignored (did not understand) the PC business. Gerstner wants to be involved--and this could be positive. Bob Stephenson has been a solid trouble-shooter in numerous IBM businesses (over one-third of operations reported to him in the past two years). Analysts think he knows the power of PC servers and the possibly mixed-message of IBM's step-child mid range server businesses. In fact, analysts just decried these businesses yesterday and are heartened that change was already in the works. Nick Donofrio, who was instrumental in the RISC chip 6000 and RS6000 (risc system) development then ran mainframes during a critical transformation period in the 1993/94 time frames--when employment in Kingston/Fishkill was halved to 6000 and design/manufacturing/software changes in mainframes were immense. Analysts think that putting Nick into a role to coordinate R&D and manufacturing could be quite interesting since he understands both. Faster product roll-outs (and this might be what hampers IBM vs a company like Sun) might come out of such coordination. IBM is a giant puzzle with the pieces no longer scattered on the floor but rather on the card table and partially linked together. It all fit together for a brief period in the late 1960s and then came apart for decades. Many analysts think that the strongest attribute now at IBM is that employees want it to work and that management is tuned in to an ever-changing market. -Henry

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next