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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (94255)	12/18/1999 4:06:00 PM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

Paul,>>>Intel is at least demonstrating some FLEXIBILITY - and is rolling up its sleeves to play down and dirty with the dirtiest - AMD.<<< I hope you are just kidding. I hope it is just a case of poor communications from the PR guys. I hope they are struggling to meet demand because there is an unexpectedly higher demand than anticipated. Contingencies for production problems with the newer product releases should have been in place. I can't believe that Craig Barrett is changing the culture of one of the most successful companies on this planet and taking on the values and methodologies of a failing and desperate company with a CEO whose personal character is in question. Please, tell me that you are just kidding. Mary

To: Paul Engel who wrote (94255)	12/18/1999 5:25:00 PM
From: Jeff Fox	Read Replies (1) \| Respond to of 186894

Paul, re:"Intel Takes Steps to Boost Production at Several U.S. Locations" I think you missed this one on your top reasons for Intel stock to go DOWN :-) Intel might have to SPEND MONEY on yet more new plant capacity. I haven't heard this one since the Fort Worth fab announcement. Look for it again from an analyst near you... Jeff

To: Paul Engel who wrote (94255)	12/18/1999 5:50:00 PM
From: Road Walker	Read Replies (3) \| Respond to of 186894

Paul, re: "We will sell no CPU before it's time" re: "Marketing and perceptions are a good substitute for reality." Perception is reality. Intel can try to communicate to the purchase decision makers that they have real products, plenty of supply, and that they won't introduce new CPU's until they can meet demand. They can try to explain that the competition is making product announcements for vaporchips, and that Intel is really EFFECTIVELY leading the marketplace. That's a very hard message to get across, and in the end most times it will sound like you are making excuses. If Intel can't accept the perception that they are trailing in speed, the only alternative is to release chips before they can completely supply demand. That appears to be what they are doing with the 800. re: "Intel can - AND SHOULD - change their marketing strategy as the market changes. Change is GOOD." Agree 100%, their marketing should change just as frequently as their technology. Without being exceptional in both technology and marketing, Intel wouldn't have the market share they have today. As examples, Celeron was a marketing decision, and it effectively reclaimed the low end of the marketplace. The "Intel Inside" marketing program has made Intel one of the best known and respected brand names. re: "Intel is at least demonstrating some FLEXIBILITY - and is rolling up its sleeves to play down and dirty with the dirtiest - AMD." I would hope that Intel announces that they have limited availability on new CPU's that they release before they have capacity to fill all the demand. This SHOULD prompt the question to AMD, at their next product release, about THEIR availability. re: "And we now have a market driven by PERCEPTION - not reality." Like it or not, we always have. John

To: Paul Engel who wrote (94255)	12/19/1999 8:47:00 AM
From: nihil	Read Replies (4) \| Respond to of 186894

I am afraid you are wrong, Paul. AMD is a minnow and Intel a shark. Intel, because of its market share, has to watch its step on monopoly abuse. If it persistently announced unavailable product to preempt rivals' success, it would get dinged. It's called "vapor ware" and is one of the charges against MSFT (as it was years ago against IBM). If Intel promises a superior product before availability it is abusing its monopoly position. I think Intel is well-enough advised to avoid doing this, so I expect they have some parts to sell on Monday.