Intel Corp (INTC)

[chipguy]

chipguy, what is your opinion of Intel's execution in its core markets?

Remarkably indifferent. Probably the result of a lack of serious x86
competition for nearly a decade combined with a CEO who thinks he
is a politician and social activist rather than the man responsible for
keeping a tech leader well ahead of the pack by exploiting all of its
traditional strengths to the max. There is a lack of paranoid survival
instinct and an apparent diffuse sense of responsibility. The MBAs are
running the asylum and they seem to think R&D is a waste of dollars
because everyone else gave up and went home. Everything now looks
like tinkering around the edges in the absence of coherent sustained
strategy and leadership.

I don't have a lot of faith in current management's ability to respond
to true threats like Andy Grove did in the face of RISC's apparent
ascendance in the late 80's/early 90's or the AIM alliance in the mid
90s.

Speaking of the old man, one's mind boggles to think of the strips he
would carefully and painfully strip off the current pathetic CEO if he
came back and saw what BK did to his baby. Shit, I'd pay serious coin
to listen in on *that* reaming.