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To: jay101 who wrote (252961)6/6/2008 7:32:35 PM
From: TGPTNDRRespond to of 275872
 
Jay, Re: "Timing is everything" :>

As long as I'm at it on the Bob Colewell *THing*,

Pick your time horizon explicitly
25 years may be too long, but 10 years is too short.

Now I'll grant he was speaking about the, IMO failed IPF, which may in the end not fail.

But I also sort of think that the two years that Intel has had a competitive chip, and then some, is -- sort of -- short term thinking to predict success or failure of one or the other of the companies.

-tgp


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