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

To: Road Walker who wrote (136331)	5/30/2001 8:19:58 AM
From: Amy J	Respond to of 186894

Hi John, RE: "I agree that spreading the risk among different initiatives decreases overall risk. " I would argue the opposite: the more initiatives, the less focus, so the more risk. But I think it's a risk worth taking, but with more care and consideration to the core, than what was demonstrated with Merced, which was a dangerously resource-constrained project around 1997. Fortunately, it got corrected, but boy, just in the nick of time. I believe Intel's biggest risk may be a tendency to underfund itself in core areas and overfund other areas, like possibly Data Centers. Which isn't to say they should start underfunding other communications areas, because if communications (sans Data Centers) is to be core, then they need to be funding money into them, to avoid a Merced-97-like situation. Regards, Amy J