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

To: Paul Engel who wrote (108419)	8/26/2000 2:13:04 AM
From: Scumbria	Read Replies (1) \| Respond to of 186894

Paul, Sun appears to be in a hopeless engineering state. If Intel can pull themselves out of their malaise, there are some real opportunities. Scumbria

To: Paul Engel who wrote (108419)	8/26/2000 9:49:37 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Paul, >SUN has SEVERE RELIABILITY PROBLEMS with their Top-Of-The Line UltraSparc II Enterprise servers !!!! WOW! I got a kick out of this one: Sun insisted this week that the problem hasn't caused any data loss for customers. But the frequency of reboots disrupts availability and can cause data loss if applications don't restart properly, users said. That's like a car manufacturer saying 'yes, our cars crash a lot but no passenger has suffered brain damage yet.' Gartner and Meta, the two computer consulting groups mentioned, are THE pre-eminent independent expert groups on large - medium computer systems in the world. You don't want to get on their bad side. Customers absolutely listen to them WRT what's good/bad in bigger systems. I hope Intel has a good working relationship with them, or is building same. Check this: According to Shoemaker, Sun hasn't been able to narrow the problem to any one specific cause. Sun believes the problems may have been caused by a combination of factors, including defective components from one of Sun's suppliers, poor packaging of the memory chips on the system boards, and environmental factors. Yeah right, blame vendors, blame the environment. But this is ridiculous:>Sun customers began reporting the problem as long as 18 months ago, he said. A Boeing executive, after a plane crash that was traced to one of their vendor's engine problems, said he was not going to tag the blame on the vendor. If it's in our plane, it's our problem, he said. Got me going early for a Saturday! Tony

To: Paul Engel who wrote (108419)	8/29/2000 8:37:12 AM
From: Road Walker	Read Replies (2) \| Respond to of 186894

Paul and Thread, It doesn't appear the this latest stumble is going to effect the stock price to a great degree, we are lucky to be in a period of excellent demand and limited supply. The loss that shareholders will see is an upside opportunity loss, not a significant decline. But as a long term investor with a large portfolio exposure to Intel, I have to take a hard, unbiased look at this investment. The one thing I am sure of is that Intel can't execute it's business plan at the same level as they could in the past. Is the business plan too aggressive, has the technology reached a level where incremental improvements in performance are very difficult to achieve, does Intel have a management focus problem, has the quality of Intel's employee's declined? I don't know. Taken alone, the 1.13 GHz recall is a non-issue. But the problems of the past year have become convincing, they are not random or coincidental, they represent a real systemic problem within the company. And the seriousness is magnified when you consider that the same management is embarking on multiple new businesses, and that we have no visibility to the performance of that portion of the business. At this point, I am thinking I have to reduce my exposure to this company over the remainder of 2000 (I've never sold a share of Intel). Any arguments to the contrary would be appreciated. John PS Scumbria, thanks for your heads up on Intel, I'll be paying more attention from now on.