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

To: Road Walker who wrote (111821)	9/29/2000 2:53:24 PM
From: Tony Viola	Read Replies (3) \| Respond to of 186894

Me too, (loss for words). Here's a person from Raging Bull, identifies self as an Intel employee's opinion, says that they're getting all the bad news out at once: boards.fool.com Here's an idea. How about attrition? A lot of established companies here, maybe elsewhere, but especially in Si Valley, got raided big time by startups and other young companies. People leave the older company, where the stock is not likely to quadruple in a year, for the startup. In a lot of cases, engineers, etc., got rich this way. The bloom is off the rose quite a lot these days since the Naz came way back, so the phenomenon might be tapering off. But, a lot of damage may have been done with the attrition. Hey, just looking for answers, and I do think Timna was being done in Israel, long way from Si Valley. But, what has attrition been running at Intel? Tony

To: Road Walker who wrote (111821)	9/29/2000 4:39:59 PM
From: Joey Smith	Read Replies (1) \| Respond to of 186894

John, I've found that whenever Intel is about to launch a new product or platform, the stock tends to underperform due to all of the uncertainty associated with the launch. I believe this was the case with PII & PIII. There were all these rumors about the chips underperforming in benchmarks relative to competitors, potential demand issues, etc. I think this is what's happening now, except we now have 2 major lauches: P4 and Itanium. Of course, some of this may be real mgt. problems, since Intel is a much more complex company as it diversifies. I believe this is what's happening with Lucent right now. Personally, I'm in it for the long-haul, & I think Intel will continue to be a winner in the long-haul. However, I'm not very impressed with Barrett's leadership skills. I'm not blaming him, per-se, but he has done little, imo, to reduce any uncertainty. The jury still's out on his mgt. skills. He says the right things, but we haven't seen evidence yet that Intel is a much more efficient company. Joey