SI
SI
discoversearch

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: Tony Viola who wrote (123808)12/29/2000 10:32:25 AM
From: Dan3  Read Replies (1) | Respond to of 186894
 
Is this a high risk strategy for Intel?

The Scary Sandmen are, believe you us, quite prepared to take risks, knowing that if the gamble comes off, the gravy train will keep on rolling, the boss-men and the shareholders will get their bonanzas, and the capital expenditure and R&D can keep on cranking.

These semiconductor folk, with few if any exceptions, whether they be from Intel or AMD, are aggressive, single-minded and driven individuals who don't have laid-back Redmond or Cupertino airs and graces.

We have lost count of the number of projects Intel, over its history, has introduced and quietly canned, often at fantastic expense. Some, like Mr. i960, and more recently Master 710, never really made it. Others, like pulling the rug from under 3Com's feet by capturing the network interface card (NIC) market by stealth, have been super soaraway successes making a lorra lolly for Santa Clara. The failures are airbrushed from history or consigned with their owners to Intel cubicles in its Griffin Island, Banff or Irkutsk outposts.


Lots more at:
theregister.co.uk



To: Tony Viola who wrote (123808)1/1/2001 3:30:23 PM
From: Gottfried  Read Replies (1) | Respond to of 186894
 
Tony, >Joseph saying we're just in the 3rd inning of the semi slowdown, won't bottom 'til mid next year<

Of course we hear that a lot: "won't bottom till mid 2001".
What they don't mention is that the Market looks ahead that far. Usually. So if Joseph and company believe their own propaganda, they might advise their clients to buy now, no?

Gottfried