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To: P.T.Burnem who wrote (46191)1/21/1998 9:53:00 PM
From: Gary Ng  Respond to of 186894
 
Re: In terms of competitiveness, Intel today is where Seagate was a decade ago.

I didn't know that Seagate was such a good company.

Gary



To: P.T.Burnem who wrote (46191)1/21/1998 9:58:00 PM
From: Mohan Marette  Respond to of 186894
 
Are you serious, comparing Intel and Segate? It is like comparing apples and bull crap.



To: P.T.Burnem who wrote (46191)1/22/1998 12:54:00 PM
From: Tony Viola  Read Replies (2) | Respond to of 186894
 
PTB, >>"In terms of competitiveness, Intel today is where Seagate was a decade ago."<<

Seagate is in deep sh**. Intel is in deep revenues and profits.

After their last Quarter results, SEG announced they would be laying off up to 10,000 people, said to be the biggest layoff ever in Silicon Valley (actually Scotts Valley).

SEG said their problem was with their own execution (what a novel reason to give). It was not Asia, or currency, or anything else. I don't think anyone is having problems with Intel's execution.

When the gorillas start wrestling with the rhesus monkeys, you better find out which one you are.

Tony



To: P.T.Burnem who wrote (46191)1/22/1998 7:44:00 PM
From: scott  Respond to of 186894
 
lots of barriers to entry into the semi market....Segate intel appples -prunes.