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To: Road Walker who wrote (128436)2/27/2001 5:50:25 PM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
John - Re: "It sounds like Intel is starting to focus on the current/potential winners, and cut the losers."

Embarrassing and expensive - but necessary.

re: "Intel's expansive product plans are based on a massive investment in infrastructure, Barrett said."
I'm not sure about how smart Barrett is but you have to admit he's got balls."

I guess good bluffers can win at poker - without a good hand.

Paul



To: Road Walker who wrote (128436)2/27/2001 7:25:05 PM
From: Gary Ng  Respond to of 186894
 
John, Re: It sounds like Intel is starting to focus on the current/potential winners, and cut the losers

From that perspective, this slow down may be a good thing for Intel in the long run. There is no more easy money and those 'investment gains' to dump into those areas that is not Intel's turf, i.e. silicon.

gary


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