Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.85

+1.6%

Dec 19 3:59 PM EST

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To: GVTucker who wrote (183141)	1/19/2006 5:31:01 AM
From: Amy J	Read Replies (6) of 186894

Certainly looks like Otellini's going to suffer with the rest of us here: tinyurl.com He hasn't sold any stock in January, so he's going down with us. Yes, Intel's management is extremely honest - no insider trading there. In fact, Intel's management did such a great job at keeping things quiet that not a soul in the industry knew the stock was going to plunge like another August 2000 - certainly was rattling - and it's hard to sort through what part of the issue is a past shortage issue vs a future potential demand issue. Am not really convinced the shortage issue is a past thing, because the platform strategy introduces the risk for sales to be gated by one component shortage. What rattles me the most is the fact that Otellini is an extremely good manager well-known for being on top of things, has a solid history of fixing issues, so when you see this happen it makes me realize Intel's overall risk must have substantially increased due to the platform strategy and it also makes me question global demand for hightech. Regards, Amy J

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