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

To: Road Walker who wrote (102649)	4/19/2000 10:55:00 AM
From: Joey Smith	Read Replies (1) \| Respond to of 186894

Hi John, re:So, on a short term basis, Intel is fine, they are in the middle of a strong cyclical period. But on a long term basis, the current mis-management will continue to impact their market position and valuation. New product intros (Timna, Itanium, Williamette) starting mid-year will be pivitol to Intel's success going forward. Let's hope these are managed well. Intel in CC indicated there should be no infrastructure problems (e.g. Rambus memory, motherboards) to impact Willy supply, for example. A lot is riding on these intros, from a revenue and reputation standpoint. joey

To: Road Walker who wrote (102649)	4/19/2000 11:06:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

John, >. But on a long term basis, the current mis-management will continue to impact their market position and valuation. I too understand your frustration with this quarter's results. All was not sweetness and light under Andy, though. He'll go down as one of the all time greats, but let's not forget: 1. The Pentium classic FDIV problem, which was stonewalled for quite a while, instead of being faced up to. Andy was the guy then. 2. Intel's poor yield situation in the 80's (poor relative to the Japanese). Barrett is credited with bailing Intel out of that one, and he became the manufacturing hero of the company, Intel's most heralded strength. The amount of money Intel lost in one year back then, expressed as a percentage of their revenues, would be the equivalent of greater than $1 billion today. There were more, and not to say Andy wasn't/isn't great, he was/is. I'm not ready to declare current management bad, however. Of course, my visibility is very limited. Tony