Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Burt Masnick who wrote (104141)	6/7/2000 5:54:00 PM
From: Elmer	Respond to of 186894

Re: "And I like this company and think highly of its executives. I've been an investor since 1983. But a screwup is a screwup and this one's a beaut." My feelings exactly and I'm glad we're starting to talk frankly about it here. BTW I have you beat by 1 year. I started buying in '82. <g> EP

To: Burt Masnick who wrote (104141)	6/7/2000 6:51:00 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Burt, Great note. The problem isn't Rambus, it may turn out to be the memory technology of the future. My guess is that early on, Intel made projections on where Rambus would be in quantity and price in relation to Intel's product roadmap. The projections were wrong. And their risk management somehow broke down. I wonder where they are NOW, if there is someone making good decisions. On another subject, Intel's paranoid culture encouraged them to institute a training program on antitrust behavior. Today is a good day to be thankful that they had that foresight. John

To: Burt Masnick who wrote (104141)	6/7/2000 8:49:00 PM
From: Dan3	Respond to of 186894

Re: But a screwup is a screwup and this one's a beaut. My guess is that the worst impact will occur in Q4, the one quarter where the most high margin sales difficulty is likely to be experienced (this is the period when AMD will be well into it's ramp, just before Willamette becomes available in significant volume). This is also the period in which non-corporate sales are most influential, and it is in the consumer market that AMD has been able to capture high end market share. What is your expectation for Q4 earnings and calendar 2000 earnings? If they are discouraging, will they be ignored by the market as a one time fluke? Dan (who is long AMD)

To: Burt Masnick who wrote (104141)	6/8/2000 8:22:00 AM
From: Amy J	Read Replies (2) \| Respond to of 186894

Hi Burt, RE: "Bad decisions. Bad engineering. Bad Marketing." I believe it may have been due to a confrontational culture (which may not work well when the top chief technology officer is no longer managing all the products). From the outside looking in, it doesn't seem like enough market intelligence was gathered and shared, maybe due to either a confrontational culture which may work against soft skills needed for gathering and communicating market information to manufacturing teams. I also wonder if a tight labor pool had a negative impact, alongside the changing company priorities into the new markets, maybe this left the older business exposed to the typical kind of stuff which lower priority projects have, like limited resources? I sort of doubt low-end chips are highest on the list. My vote is for Intel to change their culture. Regards, Amy J