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To: plantlife who wrote (212022)9/30/2006 2:02:21 PM
From: RinkRead Replies (2) | Respond to of 275872
 
re: Intel is not getting good management (Otellini)

I agree with your story line to an extent:

Elmer explained how he got to 7M without rebuttal. Whether it's 6 or 7M in 60 days, that is plain good imo - it's starting to get significant. Q4 it will be reasonably significant. OTOH they're loosing share in servers and with Dell and Founder and that trend is unlikely to stop in Q4 just considering current announcements.

Also Otellini at least made some good decisions of which CMW and a more equal pricing structure are temporary results.

Regards,

Rink



To: plantlife who wrote (212022)9/30/2006 2:07:18 PM
From: Elmer PhudRead Replies (1) | Respond to of 275872
 
The truth need not be feared. That's precisely why I ripped Otellini which you disagreed with, and Barratt whom I spared is probably even worse.

I don't remember discussing Otellini with you, but now that we are on the subject I do disagree. And I disagree about Barrett as well. A uProcessor architecture takes years to go from conception to product. The Netburst architecture was born under Grove, not Barrett. It only surfaced under Barrett. Blaming the guy who was there when it surfaced is not well thought out. Furthermore, Core Duo was conceived under Barrett. Not giving credit to him when credit is due is not well thought out either. As for Otellini, you are being far too hasty imo drawing any conclusions at this point.



To: plantlife who wrote (212022)9/30/2006 2:24:42 PM
From: Joey SmithRead Replies (1) | Respond to of 275872
 
Plantlife, I suggest you review what happened when Gerstner (a Marketing guy) took over IBM in the mid 90s. The similarities to what is happening now with Otelllini/Intel is striking. I predict the same thing will happen with Intel's stock price. As far as Otellini (a Marketing guy), I think he's the perfect guy for the job after Barrett almost drove the company into the ground.
Joey