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Technology Stocks : Intel Corporation (INTC)
INTC 36.82+1.5%Dec 19 9:30 AM EST

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To: rkral who wrote (181354)5/25/2005 9:14:07 AM
From: Amy J  Read Replies (1) of 186894
 
Ron, the connection may not be obvious to you, but that doesn't mean it doesn't exist. Several posters seem to think it's relevant to Intc.

Just to summarize our posts this year, you implied there was no connection between:

1. Consumerland and enterprise, when in fact, consumerland has a beach head into enterprise mobile.

2. You incorrectly assumed cellular companies need to provide VoIP services in order for cellular standards to supersede Cisco's VoIP user standards, when in fact, corporate implementations show cellular isn't even physically present where superseding occurs.

3. When a poster says something with facts, you don't ask "why is it true" to grasp the connection, but instead you tend to say "there's no connection", rather than exploring the connection.

4. You missed the subtle yet important distinction between a grant price lowered purely by economic times vs the company's own unintentional stumbling, aka granting more options at a stumble price, where Intc performed 10% lower than Nasdaq.

5. You see no potential connection between the over-compensation of CEOs at other firms, with the departure of VPs to become CEOs. Further, you see no potential risk (albeit small) of unions in an environment where BODs are overly worried about retaining VPs (they shouldn't be since there's plenty of replacements available), when evidence shows union activity was stirred up at EA due to under-compensation of rank-file vs the over-compensation of the executive team. You also think it's perfectly okay for Semel to make $230M from great stock market timing, while his rank-and-file earned small raises, and somehow you think that won't encourage union activity ? I can only say thank goodness Google is growing and hiring, because that would curtail any such union ideas that could spread throughout the industry.

You post excellent financial details that are very impressive, but is it possible your style for detailedness means the above interconnections are less obvious?

RE: "You frequently stretch my definition of "on-topic"."

I definitely agree with you on this and will accept this feedback especially as it relates to OT politics.

Regards,
Amy J
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