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

To: dmf who wrote (124471)	1/9/2001 3:23:30 PM
From: Mary Cluney	Respond to of 186894

dmf,<<<They aren't perfect but they seem to adjust and move on. Committing billion dollar fabs and personnel to projects and products that take years to develop is not an easy task.>>> I agree to a certain extent. Some of the things they do are not easy, and they do a fairly good job. However going from a 6th generation mpu to 7th generation and going from a 32bit to 64bit architecture is probably incredibily difficult - more than I can ever imagine. But the decision to go that route and to commit the necessary dollars to do so is a no brainer. But, IMO, the creativity to innovate and/or the guts to move (or buy) into new markets is just not there. Fortunately, Intel is currently in a position where it is not being forced into making such moves. They have a small amount of time where they could do just what they are doing, but that is not going to last very long. Right now, Craig Barrett is the right man at the right time for Intel, but let's face it, he is only an interim solution. The next CEO will have to be much more nimble. For Intel's sake, let's hope they are not forced into hiring (purely) a marketing guy or let some bean counter take over and use financial acumen or trickery (pretty much one and the same to me)to run the company. <<<Just think you are, sometimes, overly harsh.>>> Intel cannot exist just being a successful company. Intel has to be one of the most successful technology companies of all time - and it has to stay that way or it will not continue to exist. The competition is fierce. On this level, judgements have to be much harsher. <<<Do you really think Intel does nothing but lumber?>>> For Intel to continue its existence, going forward (as they say), somewhere down the road, they will have to do much more than they are doing. Mary