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: tejek who wrote (108791)	8/28/2000 10:10:46 PM
From: EricRR	Read Replies (3) \| Respond to of 186894

On Intel: I think the problem is obvious. Intel has reached that critical point in the life of large, once "invincable," company, where the CEO wakes up one day and realizes that he is surrounded by remoras. Somewhere, someplace, there was an engineer who went to sleep knowing there was a problem. The question is why he wasn't able to influence the decision making process. Itanium and the Rambus chipset fiascos are the most obvious examples. Now of course the question is whether the same disease had infected Oregon. I'm betting it has. Intel completely underestimated Athlon before summer 1999. I doubt that X years ago, when willy was on the drawing board, some Intel managers said that they wanted to design a new chip that would be released at 40% higher MHz than the fastest chip from the previous generation, P6. That decision must have been made later, once the competitive threat was realized. So halfway, or more, through its development, the Willy design team received new requirements. And now we have the release a year, perhaps 9 months, after first silicon. Maybe Intel's Oregon team pulled the gold ring anyway. But its a hard thing to do when the body has three heads, only one of which can see.