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To: Joe NYC who wrote (76156)	4/2/2002 11:05:21 AM
From: wanna_bmw	Read Replies (4) \| Respond to of 275872

Joe, Re: "This whole episode of Intel spreading FUD themselves and paying people to spread FUD under disguise of independent analysis just reminds people why they Intel is hated almost as much as Microsoft." You should know as well as I that "FUD" is all in the business when it comes to any enterprise. Ford spreads FUD about GM and Chevy. KFC spreads FUD about McDonalds and Burger King. And I'm sure you can think of a hundred others. And FUD isn't always a bad thing, either. Sure, most people are going to look at a KFC ad, and not give a damn that McDonalds has "mystery meat" chicken nuggets - but KFC is still entitled to advertise that their "spicy chicken strips" are far superior to the competition. So the reason that Intel is hated isn't because they spread FUD. They are hated because they are winners, and some people just like to root for the underdog. You can be sure that AMD spreads FUD of their own - but I bet you wouldn't find AMDZone posting any of their slides! wbmw

To: Joe NYC who wrote (76156)	4/2/2002 11:32:34 AM
From: tcmay	Read Replies (3) \| Respond to of 275872

People Hate Success "This whole episode of Intel spreading FUD themselves and paying people to spread FUD under disguise of independent analysis just reminds people why they Intel is hated almost as much as Microsoft." Intel is indeed hated. Microsoft is hated. When IBM was king, they were hated. This hatred comes from resentment of success. Take Microsoft, for example. No one is forced to use MS products. Several good alternatives exist: BSD, Linux, Mac OS, etc. (I've been happy using Macs since 1986.) No one is forced to use MS languages, or MS spreadsheets, or MS word processors. Alternatives abound. The government, for example, when it was attempting to break up MS was using AND SPECIFYING AS A REQUIREMENT MS products, notably Microsoft Office. Why weren't they using one of the many alternatives, ranging from FrameMaker to WordPerfect to Star Office? Lots of people say they "hate" Microsoft, but they still keep buying. (BTW, I have Windows 98 SE running under Virtual PC 5 under OS X, a fully modern BSD- and Mach-based OS, essentially the descendent of NeXTStep and OpenStep. I'm pleased as punch with my computing situation. I don't need to use VPC very often, truth be told.) Back to Intel. People "hate" Intel for what are essentially psychological reasons. Nietzsche put his finger on it: the most corrosive emotion is "resentment," the desire to drag down others who have achieved some level of success. Closely related to envy, and the basis of Marx's "class struggle." In this particular class struggle, Jerry Sanders would obviously dearly love to become the next Intel. Except he's no Bob Noyce, no Gordon Moore, no Andy Grove, and not even a Craig Barrett. He's a marketing gun who has done a reasonably good job of keeping AMD from crashing on the rocks over the past 30 years...Athlon saved his bacon (kudos to the NexGen team). But where's the leadership even remotely comparable to what Intel innovated over those same 30 years? Dynamic RAMs, EPROMs, the microprocessor, the development system, several major architectures, manufacturing "tricks" (secrets) that were the envy of the chip industry, and the world-class manufacturing that vaulted Intel to become the #1 chip producer in the world? Where's anything comparable with AMD except "Athlon--a pretty good competitor to Pentium"? Nietzsche nailed it. You guys hate Intel because it's successful. Same reason so many people hate Microsoft. Like Marx, you think things will be different if the top dog is dethroned and replaced by some dictatorship of the proletariat. What you miss is obvious: -- If Microsoft were to be broken up and parted out, as Scott McNealy and Ray Noorda and Larry Ellison want, all that will happen is that one of _them_ will do everything he can to clamber to the top. (Actually, I think Noorda is now out of the picture...but a new bunch of yapping dogs is appearing, like the guy who runs Liberate...he's also clamoring for MS to be punished.) And like it or not, Bill Gates is more of a technical guy (in a lot of ways) that marketing guys like McNeally and Ellison are. Be careful what you wish for. -- If Intel is broken up (fat chance, given recent FTC/EU decisions), a geriatric Jerry Sanders will be lording it over his faithful followers. No change, except Jerry is a marketing guy who rarely pushed for any kind of innovation at AMD. Be careful what you wish for...you may live to regret getting it. --Tim May

To: Joe NYC who wrote (76156)	4/2/2002 1:21:09 PM
From: Monica Detwiler	Read Replies (4) \| Respond to of 275872

Jozef - You wrote reminds people why they Intel is hated almost as much as Microsoft. Perhaps you should qualify your assertions. Intel may indeed be hated by AMD investors and those "AMD groupies" that love cheap CPUS - no matter what the true cost. But on the whole, why was Intel ranked the 10'th most admired corporation in America? And Jozef - Microsoft was ranked the 4'th most admired company in America. Monica 2002 List of America's Most Admired Companies Rank Company 1 General Electric 2 Southwest Airlines 3 Wal-Mart 4 Microsoft 5 Berkshire Hathaway 6 Home Depot 7 Johnson & Johnson 8 FedEx 9 Citigroup 10 Intel Monday February 18, 9:02 am Eastern Time Press Release SOURCE: Fortune General Electric Tops Fortune's List of America's Most Admired Companies Company is No. 1 for fifth consecutive year Southwest Airlines is No. 2 NEW YORK--(BUSINESS WIRE)--Feb. 18, 2002--General Electric is the Most Admired Company in America for the fifth year in a row, according to FORTUNE's annual survey. Rounding out the top ten are Southwest Airlines at No. 2; Wal-Mart at No. 3; Microsoft at No. 4; Berkshire Hathaway at No. 5; Home Depot at No. 6; Johnson & Johnson at No. 7; FedEx at No. 8; Citigroup at No. 9; and Intel at No. 10. FedEx and Citigroup make the top ten this year for the first time, and Johnson & Johnson regains its berth after a three-year absence. The list of America's Most Admired Companies, along with a list of where they rank in their own industries, appears in the March 4, 2002 issue of FORTUNE, on newsstands February 25, and at www.fortune.com on Tuesday, February 19 at 9:00 a.m. EST. What do the companies on the list have in common? ``FORTUNE's Most Admired seem to perform at their best when the heat is on, consistently delivering to shareholders, customers and employees,'' says Matthew Boyle in his story ``The Shiniest Reputations in Tarnished Times,'' which accompanies the list. ``As a group, the top ten racked up a total return of 9.7% in 2001, compared with -11.9% for the S&P 500, a remarkable achievement.'' And it's not just one year that counts; it's also performance over time. Says Boyle, ``Consider No. 1 GE. Though its 2001 total return was a less than stellar -15.1%, over the past five years, on average, it has delivered an S&P-clobbering 21.2%.'' In a related story on General Electric, Justin Fox examines how the company continues to meet Wall Street's earnings expectations, and reports on CEO Jeff Immelt's vigorous defense of the accounting practices involved. Market forces helped push Dell Computer, Cisco Systems, and Charles Schwab out of the top ten this year, though they still rank high in their respective categories. Enron, however, drops to last place in the Energy category. Says Boyle, ``Despite what you may have heard, that now notorious energy company was never voted into the Most Admired's top ten. Why? For one thing, history shows that you need a solid record of performance over many years to earn the business community's highest esteem.'' Enron was, however, first in the Energy category on the 1999, 2000 and 2001 lists. Johnson & Johnson is a happier story: 2001 was the 69th consecutive year of sales increases and the 17th straight year of double-digit earnings-per-share growth. And just as Johnson & Johnson has moved beyond its roots, branching out into new areas of health care, FedEx has successfully gone from being an air express carrier for business to a one-stop shop for any shipping need. Meanwhile, Citicorp hits No. 9 this year bolstered by a 23% increase in profits from its massive consumer group, earnings of more than $14 billion on revenues of $83.6 billion, and a return on equity of 20.4% in 2001. 2002 marks the 20th anniversary of the Most Admired Companies list, which across two decades has taken on an exceedingly difficult task: to grab hold of--and quantify--that nebulous, ineffable something that certain companies have and others would love to possess. In another accompanying article, ``The Right Stuff,'' Boyle explains how companies make and stay on the list: ``Depth of management is one reason GE, Southwest Airlines, Wal-Mart, and Home Depot are still hitting the top ten after their famous CEOs have stepped aside.'' Furthermore, says Boyle, ``Not only do today's Most Admired keep customers and shareholders happy, but they spend time courting employees, federal and international regulators, the media, nongovernmental organizations, corporate-governance watchdogs, retirees, suppliers, and the local communities across the globe in which they operate. Finally, we admire companies that are successful in transforming themselves, in good times and bad.'' Proof of the list's exclusivity is that only 46 companies have ever made it into the top ten. FORTUNE's annual list of America's Most Admired companies is the definitive report card on corporate reputations. To produce the list the Hay Group consultancy took the ten largest companies (by revenues) in 58 industries, including large subsidiaries of foreign-owned companies and asked 10,000 executives, directors, and securities analysts to rate the companies in their own industries based on eight criteria: Innovation, Financial Soundness, Employee Talent, Use of Corporate Assets, Long-Term Investment Value, Social Responsibility, Quality of Management, and Quality of Products/Services. To come up with the top ten list, the Hay Group asked the respondents to select the ten companies they admired most in any industry. The respondents chose from a list of companies that ranked in the top 25% in last year's survey as well as companies that ranked below the first quartile overall but finished in the top 20% of their industry. 2002 List of America's Most Admired Companies Rank Company 1 General Electric 2 Southwest Airlines 3 Wal-Mart 4 Microsoft 5 Berkshire Hathaway 6 Home Depot 7 Johnson & Johnson 8 FedEx 9 Citigroup 10 Intel -------------------------------------------------------------------------------- Contact: FORTUNE, New York Terry McDevitt, 212/522-7149 terry_mcdevitt@timeinc.com Caroline Plauche, 212/522-2134 caroline_plauche@timeinc.com Carrie Welch, 212/522-6724 carrie_welch@timeinc.com