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To: Mary Cluney who wrote (129666)3/9/2001 3:24:45 PM
From: tejek  Respond to of 186894
 
<<<I'm no more expert than you are on semiconductor cycles. >>>

I don't think there are any. There are some at Intel who pretend to be, but they are no better at it they you are:


I agree and I think this cycle is more unpredictable than most.

However, there may not be another time when they can do this. Management has to remeber they are hired employees and no matter how painful, they can be replaced.

Specifically, I am astounded at the level of loyalty being shown Barrett. Not only have there been missteps but he seems not to be aware of the current economics of the company at any given moment.

ted