Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Mary Cluney who wrote (142378)	8/29/2001 2:14:21 PM
From: GVTucker	Read Replies (1) \| Respond to of 186894

Mary, RE: You have to assume that he must know something . Indeed he does. He knows how to deceive the people that he theoretically works for, the owners of the company, and he knows how to survive. Beyond that, he doesn't necessarily need any extensive skills. There are a lot of Chairman/CEOs in his league, people who for one reason or another had been able to remain at the top in spite of their company's underperformance. Granted, not too many have been at it for 30 years, but there are plenty that have hung around for a decade or two.

To: Mary Cluney who wrote (142378)	8/29/2001 2:56:51 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Mary, Re: "Am I? How many people do you know on this planet that has his experience? He founded the company. He has managed (controlled) every aspect of the company for more than 30 years." I assume Sanders has learned a few things in his tenure as CEO. He is also a good businessman who knows how to play hardball. He has guts, and is a smooth talker besides. In the words of one Intel investor on this thread, he reminds me of a certain adulterous democrat. ;) But I think you are giving Jerry too much credit if you think he is manipulating the industry right now all on his own. He also shouldn't be given the credit of standing up to Intel all these years. Years ago, Intel could have easily crushed AMD if it weren't for the FTC. It had nothing to do with Jerry's brilliance. On the other hand, Jerry has been capable of spreading the idea of being the Virtual Intel, and getting the adoring fame of enthusiasts around the world. He has brought AMD up to the point where at least some industry leaders have had second thoughts about using AMD in their product lines. Recently, I think Jerry's enthusiasm has grown stale, as he sees less opportunity to make money off his stock options. He has never been in it for the company. It has always been for money. People like Jerry Sanders are all alike. They have great ideas, but when it comes to following through, he is eventually beaten by those who do their jobs for the love of the industry. wanna_bmw

To: Mary Cluney who wrote (142378)	8/29/2001 3:59:35 PM
From: Dave B	Read Replies (4) \| Respond to of 186894

Mary, How many people do you know on this planet that has his experience? He founded the company. He has managed (controlled) every aspect of the company for more than 30 years. ... Like it or not this man is a player. He has done it all and for a long time. You have to assume that he must know something. No one can argue that Jerry doesn't have a lot of experience, but remember the old saying that "a rising tide lifts all boats". Jerry has been competing in a "rising tide" market for the last 20 years. I believe the greatest challenge of his career is actually still ahead of him at this point. It'll be interesting to see how he handles the next 2 to 3 years and how much his experiences "help" him. Dave