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To: Tony Viola who wrote (109801)9/13/2000 11:03:53 AM
From: Mary Cluney  Respond to of 186894
 
Tony,<<<David Faber ("the Brain") on CNBC, was that the analyst said Intel isn't executing. >>>

That is a very subjective statement. The vision is elegant. For projects that are this complex and massive, S*** happens.

Compared to what Craig Barrett has to do, a Space launch is much simpler. There, the objectives and missions are fairly simple. And, all they have to do is throw as much money into it as they need to get the job. Return on investment has no meaning. But, the PR and the marketing on a space launch is fantastic.

In contrast, Intel PR is a disaster almost as bad as their IR.

Mary



To: Tony Viola who wrote (109801)9/13/2000 11:06:18 AM
From: GVTucker  Read Replies (2) | Respond to of 186894
 
Tony, RE: The disturbing thing about the Montgomery call, as I heard it described by David Faber ("the Brain") on CNBC, was that the analyst said Intel isn't executing.

This doesn't make sense to me, because Whittington downgraded AMD also. If it was an INTC execution issue, it would seem to me that he would have kept AMD at a buy.

I wish I could give somebody a call at BofA/Montgomery to talk about this. Alas, there's only so much commission $$ that I have to spread around.

edit: I talked to another buy side guy right now who said that Whittington hasn't published any comments yet, that his comments were just relayed over the phone thus far.



To: Tony Viola who wrote (109801)9/13/2000 11:22:49 AM
From: Road Walker  Read Replies (1) | Respond to of 186894
 
Tony,

re: "Intel must have middle - upper management rank people that should be looked at very closely to replace, e.g. Dr. Yu, if he was directly responsible for so many of the foulups. About him, does he go to project reviews, at least monthly or something? Does he ask the tough questions? Or does he sit in his office rich with his Intel stock. I've seen a chairman of the board at another company go to weekly reliability meetings, and ask the best and toughest questions there. Nothing should be beneath the top guys at Intel right now. Get out to the lab and look over a shoulder at a logic analyzer. If they think that would be getting in the way, at least read the log book daily. All these things make the troops more careful and thorough in their engineering development and verification, etc."

I worked for a company that received about 1000 orders per day. They started having backorder problems, and getting customer complaints. The President of the company demanded and got a report each morning listing every single backorder, and spent ALL his time discussing and resolving each and every one, no matter how small. The problems got solved in about 60 days, but more important the entire organization knew, from that point forward, that backorders were not an option.

I don't know if this report is correct. If it is, Barrett had better get down and dirty with the details of the problems. If he doesn't feel comfortable with that, then he ought to be replaced by the board of directors.

John



To: Tony Viola who wrote (109801)9/13/2000 11:36:01 AM
From: Jim McMannis  Respond to of 186894
 
Tony and Intel investors and divestors...

Wednesday September 13, 11:07 am Eastern Time
Press Release
Intel Releases Computer Vision Software for Linux
Intel and Computer Vision Researchers Deliver Technology to Boost Use of Video to Interact with Computers on Linux-Based Systems
BRISTOL, England--(BUSINESS WIRE)--Sept. 13, 2000--Intel Corporation today announced that it has released the first Linux(a) version of its Open Source Computer Vision Library. The Open Source Computer Vision Library provides a wide range of functions, including gesture recognition, object-tracking, face recognition and camera calibration, that will help researchers develop ways to use ``computer vision'' as a method for people to interact with computers. The announcement took place at the opening of the industry day events at the eleventh British Machine Vision Conference. Earlier this year, Intel released a computer vision library and its source code for Microsoft® Windows(a).

Since the Open Source Computer Vision Library was first announced at the IEEE Computer Society Conference on Computer Vision and Pattern Recognition in June of this year, over 500 researchers worldwide have joined Web-based computer vision user groups.

Intel will facilitate the growth and maintenance of this library by accepting and maintaining submissions of source code content reviewed by a panel of experts from the computer vision community. Reviewers include representatives from major vision laboratories. This open source software release includes C source code for all of the library's functions and a royalty-free redistribution license. The library may be downloaded from www.intel.com/research/mrl/research/cvlib/, and researchers may join the user group by sending email to OpenCV-subscribe@egroups.com.

Intel's Microprocessor Research Laboratories are the leading developer of microprocessor technology. Its international research facilities are working on various areas, including microprocessors (circuits, architecture, compilers, etc.), platform architecture (buses, caches, memory, interconnect, etc.) and core human interface (speech, natural language processing, video, vision, graphics, new devices, etc.).

Intel, the world's largest chip maker, is also a leading manufacturer of computer, networking and communications products. Additional information about Intel is available at www.intel.com/pressroom. Information about academic sponsorship is available at www.intel.com/research/university/index.htm.

(a) Third party marks and brands are property of their respective holders