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

To: Ali Chen who wrote (150115)	11/28/2001 2:19:01 PM
From: fingolfen	Read Replies (2) \| Respond to of 186894

Not at all. I brought this as an example how wrong can be a politically-biased decision despite of money. I'm not convinced it was politics. Intel clearly believed it needed the bandwidth of the RDRAM memory and tried to get it into the mainstream as quickly as possible. Now that DDR is overcoming the bandwidth lead initially enjoyed by RDRAM, the situation is different... IMO, manufacturability is strongly dependent on the amount of money spent. It is very possible that Intel and other semiconductor companies were spending money in wrong direction. That happens all of the time, though. You have to spend the money and investigate regardless. You can't hit a home run every time at bat, but at the same time you can't hit a home run unless you step up to the plate... Paul-speak, nice BS about "different groups speaking differently in public". I'd rather conclude that some shift of power has occur at Intel. Are you deliberately trying to be inflammatory??? Intel is a very large, and very complex corporations. "Power struggles" make great stories, but are more often than not invented in the minds of the press. Process technology is too diverse and too complex to fall under one expert in a company as large as Intel. Intel needs this splash in the face of "leakage failure" of their flagship P860 0.13u copper technology. Maybe the "failure" is too strong word, but definitely the p860 approach is a dead end. Therefore investors and customers need this "teraherz" boost. Again, are you trying to be inflammatory? I know you've beaten the leakage argument to death, but I'm still not convinced it's a big deal. Furthermore, EVERY technology is ultimately a dead end. The industry is well aware that the silicon dioxide gate is a dead end and will have to be replaced in the near future. Aluminum was a dead end and ultimately had to be replaced with copper. Just as copper is a dead end and will ultimately be replaced with optical. You seem very quick to label anything Intel does a "failure." At least Intel is publicly demonstrating advanced technology...