To: Apollo who wrote (32912 ) 10/8/2000 11:47:21 AM From: saukriver Read Replies (1) | Respond to Appolo,because it was a classic gorilla Intel has a good track record in management and is appropriately venturing into new territories. I think Intel is challenged on multiple fronts, and the transition now will be painful. I think the Market is less forgiving now than a year ago, as Intel cries Wolf more than once. I think it will take a lot of time to turn this around. Overall, and for a long time, Intel's management has generally been good; combine this with $13 billion in cash, and give them a couple years, and I would still think Intel will be in a strong position(s) at that time. 2. To the best of my knowledge, NOBODY has the FAB capacity that Intel has. Many feel that this is the hidden strength, perhaps the source of its gorilla-ness. Combine management, with cash, with unmatched FAB capacity, with name brand, with a very long history of hi-tech relationships, and it seems to me all of the pieces are in place. Whether these pieces will be wisely integrated in a way that will lead to a championship run is unknown. I think the key is management. the thread will likely call on that dope, Apollo, to conduct another semi-annual Portfolio Survey.
