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: wanna_bmw who wrote (170173)	8/27/2002 3:02:50 PM
From: Wolff	Respond to of 186894

wbmw, My point is that Barrett is failing where he needs to be at, and instead take to the airwaves which hurts the stock. Look at the timing, you better hope that HP is inline with INTC, because HP reports tonight, and if it was their intention to talk well about the 3rd and 4th quarter prospects, well then Barrett has already rained on a key customer. My point it that Barrett did little to comprehend these implications, he did little to understand the impact of what he might say, he just said it. That is fine, but not for a CEO. The CEO has obligations beyond his own thoughts and what Barrett did today was not good for INTC, or INTC's partners. Look at the shift to the GPU, look at what ATI and Nvida are doing with very complex chips. More status quo for Barrett. Sure Intel has done some to work with faster I/O standards, great, but the bottleneck is still the older I/O ports, and not the applications runing on the CPU. Its a nice service of Intel, but it not driving sales of higher end, higher margin chips. Look at the volume of shipments that AMD made in the last two years, each of those sales no matter what segment of the price performance scale, will be a buyer again at some point. Do you think they had a bad experience with AMD? Do you think they will buy again from AMD? The lost of unit volume to AMD when Intel alway had the capacity to sell those units is a HUGE mistake by Barrett. Instead Intel used capacity on its Flash Memory products, which are lose leaders jelly bean products. While Barrett made Flash Memory, AMD gained first time buyers of AMD CPUs which will be buyers again. Barrett is simply a Bad CEO, who is makin too many mistakes. Its time for him to take a new direction, and for a better CEO to takeover. Yes Intel is a much better company that 95% of the tech companies out there, but that is no excuse for Barrett and the terrible job he is doing. Yah he got yields up, but that was several years ago, what is doing now, and just look what he did today.

To: wanna_bmw who wrote (170173)	8/27/2002 3:06:36 PM
From: TigerPaw	Respond to of 186894

Intel has lead such innovations as PCI-Express, USB 2.0, Serial ATA, The planning several years ago was for for USB (now USB 1.1) for low speed devices and Firewire (now IEEE 1394) for both high speed periferals and disk drives. Intel got into a pissing contest with Apple over the firewire and in order to kill it came up with USB 2.0 for middle-speed devices and then needed Serial ATA since the USB wasn't fast enough for disks. That's not taking the lead in pushing the industry, thats adding several years of stall time where little advanced in the systems. TP