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

To: Michael Bakunin who wrote (97328)	1/24/2000 12:47:00 PM
From: Robert Douglas	Read Replies (2) \| Respond to of 186894

Michael, You wrote: I can tell you how Intel's microprocessor business is: mediocre. This is how Webster's defines mediocre: "Mediocre: of moderate or low quality, value, ability, or performance : ORDINARY, SO-SO." What part of Intel's microprocessor business is low quality and what yardstick are you using to measure this? Is it the 60% plus gross margins or the 20% plus net margins you find ordinary? Or perhaps the 25% return on equity that you find so-so? I am disturbed because I had always regarded performance such as this as extraordinary in my 20 plus years of investing. Obviously I have been ignorant of an entire universe of companies that must be exceeding this type of performance. Please list 50 or 100 of these names so that I can immediately sell this dog and buy into truly great companies. If Intel's performance is average, I can't wait to browse your list of those companies that exceed these mediocre results. Anxiously, Robert

To: Michael Bakunin who wrote (97328)	1/24/2000 1:50:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

However, I can tell you how Intel's microprocessor business is: mediocre. So you know more about it than Intel themselves, or Dan Niles, or Robert Douglas?: Message 12659930 If Intel's microprocessor business is mediocre, I guess the next logical conclusion is that the world's need of same is tepid. Is that right? TV

To: Michael Bakunin who wrote (97328)	1/25/2000 12:23:00 AM
From: Amy J	Respond to of 186894

RE: "I agree with his stance on options. WB replaces stock-based plans with cash bonuses based on business performance." Michael, I'm curious if you fully understand the impact of what you are suggesting... stock options are very motivating. Cash is fixed, stock isn't (i.e. stock valuation isn't fixed). Also, spending cash on bonuses means there's less to spend on growing the business and growing the stock. Have you worked for a company which uses stock as motivation? i.e. Both the culture and the environment of a growth company is very risk-oriented and aggressive - and needs to be in order to grow the business and the stock. Everyone has the same goal: grow the business and the stock, and this is to everyone's benefit. Regards, Amy J