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Technology Stocks : Intel Corporation (INTC)
INTC 37.28-0.6%Dec 16 3:59 PM EST
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To: George W Daly, Jr. who wrote (66779)10/15/1998 8:49:00 PM
From: Mary Cluney  Read Replies (1) of 186894
 
George, >>>Semi-conductors at IBM started LONG before Mr. Gerstner arrived. This kid knows how to pitch and is demonstrating it. <<<

I'm sorry to sound so ridiculus to you, but all I was trying to do was get a handle (mostly for my own sake) as to "who is ahead" in semiconductor development.

I do know that IBM has been around a lot longer than Intel and that IBM is still very competitive in semiconductor technology - and I'm sort of aware of their efforts at Lawrence Livermore with their supercomputer activities. I am also aware that Lou Gerstner has been quite successful at IBM - in bringing them back to profitability and in increasing shareholder value.

But, going forward - especially in the semiconductor part of the business - I would think that Craig Barrett knows far more of the nuts and bolts of semiconductor technology and can provide a more focused vision as to where the company and the industry is headed vis-a-vis semiconductors than Gerstner can.

Gerstner, himself, has admitted he does not have a vision for IBM. And, I can't imagine where he could have a vision for the semicodnuctor part of the business. I know, I know - you're going to tell me he doesn't need to know anything about it - all he has to do is appoint the right people to the jobs.

If that is what you are going to say - that is where I would disagree. Whenever the Boss doesn't know the subject and has to rely on people (as George Steinbrenner would say - my baseball people - sorry, tony) - there are always going to be factions trying to gain his support - and what you get is that proverbial camel when the designers were trying to design a horse.

I hope I don't sound too ridiculous.

Regards,

Mary
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