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To: Road Walker who wrote (177161)2/28/2004 9:42:39 AM
From: Joey Smith  Respond to of 186894
 
After reading the BW article, I get a sense that there are certain fundamental changes happening at Intel. One is to be a more cooperative partner, instead of "doing it alone". Intead of buying smaller companies and trying to force a standard or a new market by itself, Intel is joining consortiums, working with OEMs, supliers to build the ecosystem. It seems companies are more willing to work with Intel. That's refreshing to see.

Another is to learn from past mistakes. It's good to see Intel admitting to the Flash pricing diaster or new market entry failures, and more importantly, learning from those mistakes and taking action.

I'm fairly bullish on some of Intel's "10 new market initiatives", particularly WiMax and some consumer electronic markets (e.g., projection TVs), and with Intel's manaufacturing leverage, things could get rosey quickly.

Joey



To: Road Walker who wrote (177161)2/28/2004 10:13:17 AM
From: Gottfried  Read Replies (4) | Respond to of 186894
 
John, "Intel's gamble on high-speed computer chip not paying off"

By Therese Poletti and Dean Takahashi
Mercury News
mercurynews.com

Why MN put this on the FRONT page of today's paper I'll never know.

Gottfried