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: GVTucker who wrote (183141)	1/18/2006 12:01:19 PM
From: AK2004	Read Replies (1) \| Respond to of 186894

re: Intel management are bright people yes, they are but even the brightest people do make occasional mistakes like their original stubbornness against AMD64. Truth be told that if they would abandon itanic as many of us thought intel should and concentrate on proven formula AMD would be in a deep trouble now. As far as their honesty then it is business - I do recall intel claiming market share gains once when in reality intel lost the share and stats were available to intel before the CC. Intel management also implied on many occasions that their flash is profitable but take a look at the breakdown that they provided for the recent history. Intel management maybe more honest than Sanders but that does not say much.... -AK

To: GVTucker who wrote (183141)	1/19/2006 5:31:01 AM
From: Amy J	Read Replies (6) \| Respond to of 186894

Certainly looks like Otellini's going to suffer with the rest of us here: tinyurl.com He hasn't sold any stock in January, so he's going down with us. Yes, Intel's management is extremely honest - no insider trading there. In fact, Intel's management did such a great job at keeping things quiet that not a soul in the industry knew the stock was going to plunge like another August 2000 - certainly was rattling - and it's hard to sort through what part of the issue is a past shortage issue vs a future potential demand issue. Am not really convinced the shortage issue is a past thing, because the platform strategy introduces the risk for sales to be gated by one component shortage. What rattles me the most is the fact that Otellini is an extremely good manager well-known for being on top of things, has a solid history of fixing issues, so when you see this happen it makes me realize Intel's overall risk must have substantially increased due to the platform strategy and it also makes me question global demand for hightech. Regards, Amy J