Mary, WRT the latest Intel guidance about a strong 4Q, which does sound like the announcement made 11/10 as Mr Zhu pointed out, I remember you writing in the past that Intel should do a lot more in managing the press, blowing their own horn, etc. You also said something like Andy Grove was a poke you in the chest guy, albeit a brilliant, hard driving (my words) CEO. But he wouldn't go out of his way to tout the company, even when it was called for, maybe when Kurlak came out wrong for the umpteenth time. You went on to say, when the baton was passed to Craig Barrett, that maybe there would be a new paradigm (a lot of my own words here) for Intel. It seems like all the news is coming out bright or blinding, gotta wear shades, as the song said. Do you think there is new direction coming down from Barrett for Intel to blow their own horn more here?
Having said that, OTOH, I do remember Barrett coming out with some honest, tough self appraisal, like, 'if we're a monopoly, we're doing a crummy job of it.' And, the news has been pretty damn good, once the low end problem was solved by Celeron A, better news came out about Xeon design fixes, PC demand has been indicated as very strong world-wide, including Asia, PII sold out, etc., etc.
Just wondering what your thoughts were on this matter. Hey, maybe you provided the kick needed for Intel to start sticking a much more positive self appraisal out there. I like it and, still, they'd have to multiply the hype a lot to get near the horn blowing of Sun Micro, or AMD, or even Dell.
Best Regards,
Tony |
