SI
SI
discoversearch

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: Gordon Hodgson who wrote (176571)1/16/2004 12:40:02 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 186894
 
I think it is unfair to make those accusations of Amy. Her concerns are certainly valid, as women bear disproportionately the costs of raising families throughout the world.

I disagree with her conclusions-say to bring in women to Intel simply to have more women. Intel needs to hire the best people, be they men or women. However, I hope that we do not reach a day when valid concerns raised by people are brushed aside. Amy brings much knowledge to this board. I do not in any way consider her thoughts in her posts as if this were her "forum or personal blog."

So in the end, I ask you to lighten up or use the ignore function. I may not agree with what Amy says, but she only says what she says because of heartfelt convictions. If more people believed in people's rights as strongly as she does, the world would be a much better place.

Regards,

Brian



To: Gordon Hodgson who wrote (176571)1/19/2004 5:09:23 AM
From: Amy J  Read Replies (1) | Respond to of 186894
 
Gordon, how long did the pda's last before their sales got stagnant?

Maybe 4 years ago, Intel entered this consumer market.

How long has the business PC been around?

Decades.

It's only now being replaced by the laptop.

The short life cycle of the consumer PDA vs the business PC, illustrates the concern here and the huge structural difference between teh business and consumer market.

Consumer markets change fast.

Entire product lines can disappear. The wrong bet and you're out. There's no margin of error in decision making.

This means this extra risk needs to be minimized by increasing the vision and representation at the board level, for key target markets - I believe.

To me that's obvious, maybe it isn't to you, or maybe you simply have a different opinion, and you are entitled to it. Have you ever asked your wife what to buy for your daughter during the holiday (consumer season), or do you always know for sure exactly what to buy her, as an example?

Separate out my personal gripe about the prostitutes at CES show doorsteps mentioned in a different post, and understand the business risk here in entering the consumer market without proper representation of the major consumer buyers at a board level, assuming Intel intends to play a major role in the consumer market. Would you invest in Procter & Gamble if their board composition had only one consumer representative?

The post you replied to was specifically a post referring to my investment here, mentioning Intel's new consumer product, which led to my comment about Intel needing a female consumer executive at the Board level (they have one consumer executive at the Board level, but not a home consumer executive.) And they have one male representing the male consumer, but lack a female representing the female consumer.

This representation is a valid request, I think, as most companies have a representative for their major customers, on their Board.

I think a huge corporate shift (home consumer) needs some representation at the Board level. And normally companies do this only after a certain revenue size. But because the business market is merging with the consumer market in several ways here, and since the consumer market is high visibility, this starts to look like a corporate wide thing sooner rather than later, because it involves Intel's brand.

I have some call options like you do too (leaps, actually), but am betting on this as a long-term investor - so this comes from the perspective of looking ahead.

Last year I felt Intc might reach $42 at the end of this year or so. What the heck, why not? Seems like they're hitting on all cylinders.

Regards,
Amy J