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

To: Lymond who wrote (80911)	5/18/2000 9:33:00 PM
From: Earlie	Read Replies (4) \| Respond to of 132070

John: I used to hold Intel in high esteem, and for similar reasons, but that was then and this is now. The company has always been strong on the manufacturing side of things, but of late has not kept up the pace. To be having serious yield difficulties at .18 when others are not, says it all. With respect to research, the company has NEVER been particularly strong. They are good at refining, but not at developing whole new products or processes. The micros produced today represent refinement of a product that has been around for a decade. Intel does have deep pockets, but that situation will not remain positive for long if the company does not soon get its act together. In a nutshell, there is too much manufacturing capacity in the micro game (especially with growth evaporating in the PC situation), and guess who is the largest producer. Few things can cause greater financial drain than excess capacity when economic activity declines. The server market is almost as bad as the PC market now. Everybody and his dog migrated up when the PC market started turning sour, so once again, we find too many dogs fighting over too few bones. Pricing is brutal and the market is approaching saturation. Heaven help these boys when we hit full saturation, and I personally think it is close. Intel's "roadmap" has no credibility anymore. They have missed so many of their own benchmarks that even the bullish analysts are exasperated with them. AMD is a very aggressive company whose design team has demonstrated in spades that it can cut the mustard. I would bet on them before I would bet on the Intel design team at the present. Intel continues to lean on HWP engineers for much of its development work. Right now, it is AMD that is setting the pricing environment, not Intel,..... especially at the top of the market. What a change that represents. As AMD's new plant settles in, the company could REALLY make Intel's life miserable. Best, Earlie