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: Wolff who wrote (170171)	8/27/2002 2:42:35 PM
From: wanna_bmw	Read Replies (2) \| Respond to of 186894

Wolff, Re: "Barrett has done a bad job of public communications, he has not taken the opportunity to go on the airwaves after numbers are released, instead leaving it to the CFO, who has even less charm than Barrett, if that is possible. Barrett has let AMD increase their branding image, to where an AMD Athlon and variants have a better image than a Pentium III and IV." What do you want him to do? Go up to the podium and pound his fist like AMD's former CEO? Barrett has more integrity than that, and such public shows of passion are below the CEO of one of the world's largest corporations. Being who he is, the press is far more sensitive to what he says, how he says it, or even which direction he is looking when he says it! The media likes to read between the lines, so the less that Barrett says, the better. Let AMD whine and brag all they want. They've done as much for the past decade or more, and it hasn't changed much. I also doubt that AMD's publicity stunts have in any way tarnished the brand name of the Pentium in favor of the Athlon. Word of mouth from successful deployments does that, and Intel has nothing within their power to stop that. Re: "Barrett has done little to partner with companies which drive MIPS which would then further drive CPU sales. For example what is Intel doing with voice-recognition? Nothing as far as I can tell. What is IBM doing with it?" You've got to be kidding, right? Intel has lead such innovations as PCI-Express, USB 2.0, Serial ATA, and AGP, which all make the need for MIPS that much more important, yet all you can come up with in Voice Recognition?? How do you know that Intel isn't investigating this, too? Remember that IBM is a large press machine, bragging about any and all technologies they possess, but even despite this, Intel has beaten them to market on more than one occasion. Remember the announcement of Strained Silicon a few weeks ago? IBM bragged about this months ago, but Intel will be the first to market. That says something about Intel's innovation in the face of competition that brags about their own innovation, but all they have is vapor to show for it. wbmw

To: Wolff who wrote (170171)	8/27/2002 4:12:56 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 186894

Wolff, I'll answer just a few of your points, <Barrett first ignored the sub-1000 dollar PCs and now allows the Celeron to cannibalize the higher end segments.> This was Andy Grove, not Barrett. Besides, how many Celerons do you see in the "higher-end segments" anymore? Pentium has come down to the lower-end, for sure, but that's due to overall commoditization, not a failure to divide Celeron out from Pentium. Even AMD is getting rid of its value line, Duron, because Athlon is already being relegated to that low-margin space. <For example what is Intel doing with voice-recognition? Nothing as far as I can tell. What is IBM doing with it?> Voice recognition led nowhere, despite Intel's best efforts to pursue it. There was a lot more that went on in this field than you realized. Hardly anything is going on here anymore because the demand just isn't materializing. After all, do you really need to talk to your PC? Do you even WANT to? <“Spend out of recession” is hardly master plan for a CEO who I expect more of.> Then you are expecting a little too much from one CEO to single-handedly turn around an entire economy. The rest of your points are just bone-picking. Tenchusatsu