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

To: Burt Masnick who wrote (108722)	8/28/2000 4:33:06 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

RE:"I wonder what the penalty for those kinds of dopey decisions is at Intel." Otellini and Barrett get more stock options? <G> Seriously, it looks like pipedreams from the PR department played heavily in Intels latest releases...but ultimately management is responsible...I agree... Still, Intel has 80% of the market and seems to be holding it well...and low cost coppermines still are getting a premium price over the competition so it appears Intel can hold on for a while longer. Jim Jim

To: Burt Masnick who wrote (108722)	8/28/2000 4:50:36 PM
From: Joey Smith	Respond to of 186894

Burt, the only "positive" from today's recall is that Intel stated explicitely there will be no financial impact. That might have saved the stock. However, Intel's PR will be working overtime. What gets me is that Intel released this chip about a month earlier than they had to....this i dont quite understand....Let's see: Timna, Itanium, 1G+ Cumine launches have all had problems...Hope Willy doesn't make it 4/4. Thank goodness for great industry conditions. Joey

To: Burt Masnick who wrote (108722)	8/28/2000 4:50:39 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Burt, some the problem at Intel and other companies could be the rapid turnover of technical people in the tech companies, especially in Silicon Valley. Intel had some kind of lawsuit going with Broadcomm for raiding engineers. I don't know the status of that now. I'm sure their engineers go many other places as well, with the communications chip market so hot. I've heard of average tenure at tech companies here for engineers nowadays as low as 12 to 18 months. Some attrition woes might be hitting Intel too. One thing, the Nasdaq crash in March-April did seem to arrest some of the flight to pre-IPOs and other get rich quick looking high flyers, by engineers. I wonder what Intel's attrition rates are running. Tony

To: Burt Masnick who wrote (108722)	8/28/2000 7:29:39 PM
From: kash johal	Read Replies (1) \| Respond to of 186894

Burt, re: process fix. I don't think its a process problem. Apparently some kind of marginal timing or race condition. They can likely do a short term tweak in metal layers. Thats why they can use current base WIP and may have product in October. If its an all layer fix. Assume 1 week for tweak. 2 weeks for rocket lots. 2 weeks for validation. Then 8-12 weeks for production. That translates to end of Q4 if everything goes well. Just as a reminder. AMD had a similar problem. They did a metal mask fix in december. And suddenly products dropped in speed even further. Intel won't have much time for validation and production history on new fix to get parts later this year. regards, Kash