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

To: Mary Cluney who wrote (144913)	10/8/2001 9:10:48 PM
From: L. Adam Latham	Respond to of 186894

Mary: Re: The Business Week cover story is a hatchet job. And it has errors, too, at least in the on-line version at businessweek.com. It says "Intel's revenue is expected to decline 52%, from $33.7 billion in 2000 to $25.5 billion this year." Bad editing - there's probably more errors, but I just started reading. Adam

To: Mary Cluney who wrote (144913)	10/9/2001 7:58:57 AM
From: Amy J	Respond to of 186894

Hi Mary, RE: "Times are tough and they could get much worse - but Intel's best bet is to stick with Craig Barrett - and support him to the limit." I completely agree with this. The thought of having a different CEO at the helm of a company that makes up a large portion of my portfolio, isn't a good thought. RE: article's style I've seen 'attack' interviews occur for three entirely different reasons: in the case of an interview that simply went bad; once in the case of a company that had some bad aura to address and intentionally did so through a "Tough-on-you interview" to get the bad issues that were known to be resonating in the public's mind addressed and cleared out of the way before turning a new leaf. Once the economy clears, I think there's a new leaf coming up for Intel: times are tough for AMD, Sander's is already planning for his new retirement position, an AMD-paid endowment chair. In this economy neither Intel or AMD are singing of course, but when we exit this particular economy, I suspect Intel will be singing a tad louder than AMD. If a person is reasonably confident of that, I think now is certainly a better time to address the hard questions that are potentially in the public's mind. Regards, Amy J