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

To: Road Walker who wrote (102938)	4/26/2000 4:59:00 PM
From: JDN	Read Replies (3) \| Respond to of 186894

To all: Intel is in the process of adapting to the changing business conditions. The guy is an idiot to think this is anything other than a good idea. JDN

To: Road Walker who wrote (102938)	4/26/2000 6:56:00 PM
From: Harry Landsiedel	Respond to of 186894

John Fowler. Re: "These three paragraphs outline my concern about Intel." I don't know what it is about Intel that attracts this kind of criticism or second guessing. Instead of being praised for "out of the box" thinking, they get nitted to death 'cause they misfire on some execution. You won't read about the Itanium without reference to the delay. Where's the criticism of MSFT for Windows 2000? Let's start with one basic fact. WHAT INTEL IS DOING AND HAS BEEN DOING HAS NEVER BEEN DONE BEFORE. They have built up a $29 billion business, ramping new chips faster than it has ever been done before. What credit do they get? Very little, IMHO. People take that accomplishment for granted, and then pretend that those accomplishments can't be a springboard to do some different things to adapt to the internet. The best example is the server farms. Sure it's different but it's not brain surgery for lands sake. Are the margins the same? No, but no other margins will be as good as microprocessor margins. Do you really think it was easier when Intel had all those microprocessor competitors? Do you remember the series of full page ads from IBM, Motorola, and Apple touting the introduction of the PowerPC, and how they were going to bury Intel? I remember it well. It scared me silly. Now, I figure if Intel can whip these guys, they can handle a transition from being a microprocessor company to be the building blocks for the Internet. They have so much more experience and so much more capital, that they can take on this new mission. Every interview with Barrett impresses me more and more. What worked for Grove will not work for Barrett. With Grove you needed the execution skills of the Israeli Army. Now you need a different set of skills--more bottom up less top down. The best thing I've read about this big shift at Intel is from Otellini. He said, "We're going to build another $30 billion company along side the old one." Sounds good to me. So relax a little bit, take your blood pressure medicine, have a cold beer, and light up a cigar. Have faith in Craig & company. Let THEM be paranoid. HL