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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Process Boy who wrote (63802)	7/1/1999 11:01:00 PM
From: Earlie	Read Replies (1) \| Respond to of 132070

PB: If you suspect that Intel has not had difficulties with their .18 process, I suggest that you check their recent public statements for the details. They are the ones saying it, so I suspect it might just be accurate. But to add to that, I'd also suggest that you have a beer or two with some INTC engineers and get their views. The Intel folk are privately worried about the K7, especially as that new chip is aimed at INTC's remaining decent margin territory. I recall being one of those who did not expect the K6 to have much impact on Intel, but boy, was I wrong. Fortunately, I was not wrong for long, as the boys out in the field made it clear what they thought of it almost as soon as it appeared in quantity. AMD now outsells INTC in the U.S., and they have moved to this position from ground zero. The real question for me is whether AMD will deliver or drop the ball. They have done the latter several times in the past, but their design team is adamant that this time, manufacturing will be there. We'll see. If they deliver, Intel management will be calling emergency meetings. I'm amazed at the number of people who hold a company in awe that: - gave away an absolute monopoly. - did it in record time. - cannibalized its best products as a response to a come-from-nowhere competitor. - hasn't come up with any real innovation in a decade. "Who won't be buying them" appears to be answered by the loss of 50% of market share in a bit over a year. If one were to extrapolate that,...... Check out how many times Intel has seen fit to reduce prices in the last 12 months. Does this suggest that they do not have a problem with "pricing power"? I'm from Ontario, and we're worse than Missourians. I'll buy into the "coppermine efficiency" bit when the chips are actually rolling off the line with a yield at test that looks better than a baseball player's batting average. I don't see Intel failing,...I just think that a bunch of sheep who do little or no homework, have driven its share price to a valuation that makes no sense. A few final points: - Have you run a search on the last few week's worth of articles on Intel? You will find some very interesting quotes from company personnel that make for very interesting reading. - What is your view about the recent Alabama court decision that Intel is in violation of another company's patent rights with respect to their use of the "clipper" technology in the Pentiums? No worries? - How will Intel ever get back the total amount of dough they have now sunk into Rambus technology? The only way will be if they are smart enough to sell their stock holdings now while the stock price has no relationship with reality. - Cyrix was just purchased (by a Taiwanese company). Is there any worries in this for Intel? Best, Earlie