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Technology Stocks : Intel Corporation (INTC)
INTC 41.41+2.2%Dec 5 3:59 PM EST

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To: Joey Smith who wrote (180619)4/4/2005 2:33:21 PM
From: Road Walker  Read Replies (1) of 186894
 
re: One big difference is this time we have Otellini, a Marketing guy, running the ship, not Barrett, who was a less-than-successful CEO and company leader (to put it nicely).

I agree Otellini is a good change, and if as reported he was the author of the Centrino strategy, then he gets some credit. That was a fairly interesting departure for Intel (AND it worked).

But this company has a whole string of "new business" failures. So I'm in the camp of "I'll believe it when I see it". I got really excited about their DSP-type chip, then... I'm STILL really excited by WiMax... but it's been pretty quiet lately.

"We'll see".

John
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