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

To: wanna_bmw who wrote (148279)	11/15/2001 11:19:48 AM
From: Bill Jackson	Read Replies (1) \| Respond to of 186894

wbmw, What can I say, I know what I know. I suggest you ask a few people in large companies about this. Bill

To: wanna_bmw who wrote (148279)	11/16/2001 3:47:05 AM
From: Amy J	Respond to of 186894

wanna_bmw, RE: RE:"They parallel the military in their degree of paranoia, and they need it as the company is at risk if they get blindsided."..."You (Bill) are grossly over-exaggerating. wbmw" Generally speaking, with respect to 'noting others', he's probably not over-exaggerating. This is because component manufacturers are very aggressive and tend to beat on the doors of firms in order to win designs. And the smaller a manufacturer, the more this tends to be the case too. The folks that are on the receiving end of this, tend to note anything new in the industry just to be safe, but for as long as Intel keeps delivering quality products to the markets that it focuses on, I think most are just observing so they are never blind-sided. I think the biggest risk Intel had to its business was when it started stumbling. Stumbling could rattle a line manager enough to start looking elsewhere, so could shortages, or a lack of vertical innovation. Fortunately, Intel fixed this first problem which was the biggest risk to its business and successfully achieved the highest vendor rating, and the second problem will be fixed with added capacity, and the third problem is more or less an option, where small manufacturers may have the advantage of being more advanced in a vertical focus, but large companies may have the volume advantage of being horizontal. Depth vs. breadth. What's best just depends upon where the market is in its maturity. With the PC and Server markets, where the markets are more mature, Intel obviously has the upperhand. Though it's healthy that Intel stays paranoid and remains on its toes. As far as the markets that aren't mature, eventually things grow towards sufficient maturity, so Intel will get these markets too, I bet. Regards, Amy J