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

To: Amy J who wrote (104213)	6/8/2000 9:12:00 AM
From: Burt Masnick	Read Replies (1) \| Respond to of 186894

Amy - Regardless of the bad decisions and the bad execution, the marketing folks are either cowed by the techies (not good - should be a cooperative relationship where each specialty contributes to the decision) or the marketing folks are ignorent (could be - it's a difficult subject to get a coherent picture, at least going in) or the marketing folks are incompetent (could be - had a quasimonopoly on the microprocessor technology and how smart did you have to be to make that look good for quite a while). I don't know the answer but it's been real obvious for so long that I am flabbergasted at the lack of problem resolution that has gripped Intel for the last 12 months. They have either put their head in the collective sand and ignored the problem or fumbled hideously on corrective actions. There shouldn't need to be an MTH. Screws up the low cost and raison d'etre for the Timna. They have been saved from a public savaging by the unparalleled demand for microprocessors (which went unpredicted by the same stellar marketing department) and the profit picture so far. That said, on the inside they should have known in big block letters that "Houston, we have a problem". The only upsides to this hideous story is 1) Their name will be perpetuated in the case studies of the MBA programs of the business schools as horrible example 1A. 2) They are freeing wafer starts for prospectively more profitable parts. 3) They are probably giving AMD (and now VIA) enough oxygen to keep the DOJ and the FTC off their backs for the moment. Microsoft is currently learning the benefits of head-in-the-sand management, however wrongheaded the penalty judgement is. Atiq Raza (formerly of AMD) had it right when he said the deoderant of profits covers the smell of problems. But the folks on this thread know (and plenty of others too) that this was a D- performance from a company that usually gets A- to A+ on its projects. And the D- could slip to an F. Good investing, Burt

To: Amy J who wrote (104213)	6/9/2000 2:08:00 AM
From: Joe NYC	Read Replies (1) \| Respond to of 186894

Amy, 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. You may be onto something. Maybe a lot of Intel employees in core divisions, who lived in high pressure environment for so long try to get transferred to some of these newly acquired ventures, where they get to exercise their soft skills (goof off?) and still receive the same stock options. I believe I read in one of the interviews with I believe Craig Barrett, that there was a lot of interest on part of current Intel employees to go into the new divisions. Joe