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: Jim McMannis who wrote (170196)	8/27/2002 7:32:47 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

JM, re: The main tenuous thing I see about Barrett and Intel now is possible overcapacity. And $12 Billion in mostly wasted acquisitions, that have reduced processor earnings by, WAG, $4 to $8 Billion in his tenure. Not chump change, Jim. And early on, losing the performance lead to AMD, because he was focused on his new companies. That was inexcusable. He seems more grounded in reality these days. On the over-capacity issue, time will tell. I won't fault him if he is wrong on that one. John