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: Tenchusatsu who wrote (170180)	8/27/2002 9:34:08 PM
From: Wolff	Read Replies (2) \| Respond to of 186894

Conversational Voice Recognition will be supported in the operating system as soon as you have enough MIPS and good software to have it work most of the time. Asking your computer to search out and bring to you information, is not a question of “if” it’s a question of “when”. The problem of the PC industry is that there are no application which are driving the upgrade cycle. If you believe the “computer is the Network” the most common application remains Internet Explorer, and nothing about IE is driving MIPS. I basically think Intel is making the same mistakes it made when it ignored the sub $1000 PC market. And I believe these are fresh mistakes, and mistake that Barrett can avoid, but is not. I don’t expect Barrett to turn around the economy, but part of being a CEO is public relations, and today he caused a major problem in that regard. If nothing else Barrett’s needless comments can themselves become self-fulfilling, as IT manager believe that everyone is waiting, so they don’t pursue their upgrade plans vigorously. Barrett’s comments today were as if believes he is in a vacuum. Barrett has and is failing as CEO, if you expect status quo, then Barrett’s your man, But I think investors in Intel deserve more, they deserve a first rate CEO. I would Grade Barrett as “C”. I still say the Board Directors should remove Barrett, its time for a fresh perspective from the top of Intel.

To: Tenchusatsu who wrote (170180)	9/5/2002 3:56:36 PM
From: Wolff	Read Replies (2) \| Respond to of 186894

Now Barrett better not screw up again. He just needs to say. 1. Our current guidance remain unchanged. 2. Economic conditions remain challenging. 3. Our customers haved been managing a very tight level of inventory, and expect to get firm orders late in the production cycle. 4. The computing industry trend to build PC to specific orders, is changing the way our customers order, pushing lead times to very short levels, but with our capacity we expect to meet demand across the entire Microprocessor price/performance points Barret better not try to predict the holiday buyers again, or the stock will get shreaded...again