Paul, Scumbria, Dumbmoney : P7
Could you imagine if Willamette was slated to come out this summer?
AMD would be dead, dead, dead, as .18 is reportedly about ready to go.
I confess to having submitted to the fantasy of the above scenario.
As far as this being a failure of management; while they have been "failing" they achieved record revenues last quarter. And while they are "failing", they are developing an extremely strategic and complex architecture (IA64), because, I believe, they are looking toward the future. And dumbmoney, I would be willing to bet you IA64 pays off for Intel quite handsomely.
I plan on working a few more years before I reach Intel's "rule of 75" optional early retirement guideline. Even after I retire, I will probably have a substantial INTC investment. I personally feel extremely fortunate to work for a company that has the luxury of investing in the future. I could be working for a company that has to make dubious process engineering decisions (2.2Vcc to 2.4Vcc), and has to swing for the fences(Cu @.18 in 99-00) just to stay in business. And along the way I'm getting all my raises, nice bonuses, and my retirement investment is more than sound and outperforms the S&P. And at least in my case, get to work in an extremely competitive and technically satisfying environment.
And Scumbria, I believe that if Intel hadn't been around, You'd probably be sitting in front of a $2,500 Mac as you lower end system.
PB |
