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To: Barry Grossman who wrote (55843)5/20/1998 9:08:00 AM
From: gnuman  Respond to of 186894
 
Recent Intel statements, between the lines?
Some of the statements attributed to Intel's Paul Otellini at the PC Tech conference seem a little foreboding.
From C/Net
"Otellini also used the occasion to implore PC companies to expand their product offerings and seek out growth opportunities.
For too long, PC manufacturers have been content to steal market share from each other and concentrate on cost cutting as a way to improve the bottom line, Otellini said." (Gee, sounds just like a commodity business). "The market has changed, however, forcing computer vendors to focus on volume sales and market segmentation." (Help me out here. Is focus on volume a change for the PC industry? What segmentation is he referring to, Business, SOHO and Home PC's. Or maybe Sub-0's? But those aren't really new segments. Sub-0 is an Intel coined term for a lower priced segment, but the entire PC mix has come down in price). "If the industry is to continue to grow, PC vendors must begin to incorporate new technologies into machines, such as voice recognition and ease-of-use technology, even thought that will increase risk and cost." (Begin to incorporate new technologies into machines? Seem's to me the industry has always incorporated new technology into it's machines. Sounds to me like they're looking for that "Killer Ap" that requires all the latest power). "You will all have to worry about it to be successful," he said. "Otherwise, we are going to get anemic growth going forward...Growing this business is our collective responsibility." (Kind of scary).

From InfoWorld Electric
"Growth this year will continue to be slower than it has been during the past several years, said Paul Otellini, Intel executive vice president and general manager of the Intel Architecture business group, in Santa Clara, Calif. We were all shocked by the inventory problems that plagued Intel and PC OEMs during the past few months, Otellini said. Although business will improve this year, growth is not likely to reach historical levels, Otellini said. I would kill to be able to book that kind of growth, Otellini said."

I don't view these as confidence building statements.



To: Barry Grossman who wrote (55843)5/20/1998 9:18:00 AM
From: Thomas G. Busillo  Read Replies (2) | Respond to of 186894
 
FWIW, the MF had an interesting take on INTC/Kurlak:

fool.com

Good trading,

Tom



To: Barry Grossman who wrote (55843)5/20/1998 11:01:00 PM
From: BelowTheCrowd  Read Replies (1) | Respond to of 186894
 
Barry,

That was a bit of a tongue in cheek comment.

I know his name.

I know he's running for governor.

I know I'm voting against him because of this, and so are many of my colleagues.

There are a lot more people in the Valley who lose from his actions than who win.

mg



To: Barry Grossman who wrote (55843)5/20/1998 11:40:00 PM
From: exhon2004  Read Replies (2) | Respond to of 186894
 
Barry:

re <<His name is Dan Lundgren. I won't forget it on election day either.>>

When I found out California was one of the twenty states to file suit I told friends that I was either not voting or I would vote for the Democrat. (Yes! I can be that vindictive).

Best Regards,

Greg Gimelli