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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (69417)	12/4/1998 12:04:00 PM
From: Harry Landsiedel	Read Replies (1) \| Respond to of 186894

Tony Viola. RE: Craig Barrett. I too notice some differences in style between Grove and Barrett. In particular the comment you quoted about being "lousy monopolists" showed a level of candor I had not seen before from Intel top management. OTOH, I'm do not believe Intel will ever toot their own horn too much. IMHO the company culture is "action speak louder than words", and Barrett will maintain that. In line with that philosophy, they will not get into a p*ssing contest with a skunk like Kurlak directly. But indirectly and with humor they will raz him. Importantly, when you're the 6th or 7th largest cap stock, blowing your horn can cause more trouble than it's worth. They have seen what arrogance has done to MSFT and want no part of it. Finally, Barrett described himself as "more of a teacher than a salesman", and for that reason, you can expect him to be more of an evangelist than a hypster, IMHO. HL

To: Tony Viola who wrote (69417)	12/4/1998 12:55:00 PM
From: Joey Smith	Read Replies (1) \| Respond to of 186894

Tony, last night's announcement did add a few additions, notably the statement that y2000 was adding to the increased PC demand. This is significant since it has been debated whether y2000 will help or hurt PC sales. I think we got our answer last night, and this should help Intel into 1999 as well. joey

To: Tony Viola who wrote (69417)	12/4/1998 12:57:00 PM
From: Mary Cluney	Read Replies (3) \| Respond to of 186894

Tony, >>> when the baton was passed to Craig Barrett, that maybe there would be a new paradigm (a lot of my own words here) for Intel. It seems like all the news is coming out bright or blinding, gotta wear shades, as the song said. <<< There are clear signs that the Baton has been passed and passed cleanly. Craig Barrett has take the baton in full stride without missing a step. Also, there is an unmistakable feel that someone else (other than Andy Grove) is in charge. This is not to take anything away from Andy Grove - he was the right person at the right time for Intel. It is really fortuitous that Andy Grove is leaving at precisely the right time and that the right person is there to step in. I don't think that all this is all luck and I don't think this is all by design either. I think the reason for this is rather mystical. I attribute it to the positive 'kharma' that Gordon Moore lends to Intel by his mere presence. Having said that, I believe that Intel will now be re-energized by Craig Barrett's leadership. He is not about to project false optimism. He is optimistic because he feels he is in full control and that the business climate is moving in his direction. His travels to India and China the past few weeks has reinforced his optimism. Intel now believes that China will be a bigger market for Intel than Japan in 1999. That is big, big news. You have to remember, Andy Grove himself has said that Craig Barrett is a more disciplined person. Being a very disciplined person, you can bet that Barrett's guidance to analyst will not disappoint. He is not a gambler and he will not forecast something that he can not deliver. If he is upgrading Kurlak, you can be sure there is nothing that Kurlak can do that will come back to embarrass Intel. The future is very clear for Craig Barrett and Intel. IA-32 and IA64 by itself will sustain Intel growth - but I'm willing to bet that Craig Barrett has greater ambitions than just to ride out a road map that was not entirely his own creation. I'm looking for Craig Barrett to create his own legacy and surprise the industry, investors, and analysts with some new initiatives to spur further growth. Regards, Mary