Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 48.76

+10.9%

3:59 PM EST

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To: Tony Viola who wrote (68671)	11/17/1998 12:38:00 PM
From: Mary Cluney	Read Replies (2) of 186894

Tony, >>>The word on him is that he goes more on "gut feel" than a lot of research. <<< The real significance behind Craig Barrett's introduction at the Analysts Meeting is the utter confidence behind his very mild chiding of Tom Kurlak. This speaks volumes to me. Craig Barrett is signalling his confidence in Intel sales, profitability, and stock price direction. He would not have uttered those remarks about Tom if there was any dark clouds in Intel's near future. Imagine the embarassment if Intel stock price tanked after making those remarks about Tom. Further, this signals the new way Intel will manage analysts and their expectations. I am sure he will talk to Tom afterwards and straighten him out - if needed. Remember Tom was not humiliated - in fact he was singled out by the CEO of the most important company in the semiconductor industry and affirmed Tom's importance in the industry. Craig Barrett has given Kurlak a graceful way to reverse himself and not lose face. The ball is now in Tom's court. Play ball. Regards, Mary

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