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

To: AK2004 who wrote (115402)	10/31/2000 5:24:33 PM
From: Tony Viola	Read Replies (3) \| Respond to of 186894

Albert, Grove, Barret and Otellini never had to manage in the competitive environment. If you were to ask Andy, I'll bet he'd say the mid 80s were plenty competitive enough for him. Going back further, before the IBM PC, when there was no clear cut microprocessor company leader among Intel, Motorola, Zilog, National, TI, Signetics and several more, that was very competitive. To whom do you give credit for Intel rising to the top and being 3X greater than #2 in semiconductor sales? Tony

To: AK2004 who wrote (115402)	10/31/2000 5:36:43 PM
From: Cory Gault	Read Replies (1) \| Respond to of 186894

"as I already said once, Jerry is not my favorite exec in the world but you have to give him a credit for recent amd success. After all, amd is competing against giant intel with virtually unlimited funds. Grove, Barret and Otellini never had to manage in the competitive environment" Albert - I'm not sure that is a real fair assessment. Managing these 2 companies has required a very different skillset and approach. I agree with you that Sanders has done a good job recently and deserves the credit for AMD's turnaround. AMD has had to maintain a laserbeam focus over the last 20 mos or so...this was key not only to success but survival and they have done well to right the ship. In Intel's case they have had to make difficult decisions that are focused on the long-term. It is essential that they look to diversify into fast growing market segments in order to create shareholder value well into the future as the growth rate in their core market declines. All the while using their market position and financial resources in incubation investments that add to their value chain in the future. Not an easy task. We will have a better idea in 2-4 years how successful INTC current management team has been. CG

To: AK2004 who wrote (115402)	10/31/2000 5:40:44 PM
From: Joey Smith	Read Replies (1) \| Respond to of 186894

Albert re:Grove, Barret and Otellini never had to manage in the competitive environment. only if you think AMD is the competition. Sun, Compaq, IBM are also Intel "competitors", and based on the latest server mkt. share numbers, Intel is faring pretty well. Joey

To: AK2004 who wrote (115402)	10/31/2000 6:10:44 PM
From: Road Walker	Read Replies (2) \| Respond to of 186894

Albert, re: "Grove, Barret and Otellini never had to manage in the competitive environment." Obviously open to debate. But they have managed to post some very good YOY results, in a competitive market. I would say it's a little early to call for their heads, though I would expect Intel's product execution to improve over the next year. Mr. Sanders has had some very bad years at AMD, what if the shareholders had shown him the door? You seem to believe he has managed the company well over the last year, what if he hadn't been there. It's easy to throw the bums out, but the bums may have learned from their mistakes. If Intel management continues to screw up for another year, I bet at least part of your wish will come true. John