CONTACTS 

SUBJECTS
Intel, Earnings
Pentium 4 Bigger than Penium 3
Costs Increased on Pentium 4
Rapid Execution Engine Runs Twice as Fast as Processor

0806 -
0806 -    ..
0807 - Summary/Objective
0808 -
080801 - Follow up ref SDS 36 0000, ref SDS 26 0000.
080802 -
080803 - CNET News.com reported today, ref OF 6 0001, Intel's upcoming Pentium
080804 - 4 will be more than twice as big as the Pentium III and approximately
080805 - 28 percent bigger than anticipated, an increase that will boost
080806 - Intel's manufacturing cost and limit the number of chips produced,
080807 - ref OF 6 0002, because the chip will contain twice the amount of raw
080808 - materials. ref OF 6 HL6K
080810 -  ..
080811 - Pentium 4 will come out in the fourth quarter and run, initially, at
080812 - 1.4 GHz. ref OF 6 ER4F
080813 -
080814 -      [On 000928 report Intel delays shipment of Pentium 4. ref SDS 45
080815 -      0001
080817 -  ..
080818 - The larger size will allow Intel to pack several new features into the
080819 - processor, including a "Rapid Execution Engine" that will run at twice
080820 - the speed of the chip. The Pentium 4 will contain 42 million
080821 - transistors. ref OF 6 UK5M
080823 -  ..
080824 - A year from now, commercial versions of the chip will run at 2 GHz,
080825 - predicted The Linley Group principal analyst Linley Gwennap, a speed
080826 - Intel hit during a demonstration during the conference today.
080827 - ref OF 6 6L6G
080829 -  ..
080830 - Because the chips are being produced with the same manufacturing
080831 - technologies as the Pentium III, the real estate requirements of the
080832 - Pentium 4 mean Intel will be able to squeeze only half as many of the
080833 - new chips out of a single wafer. ref OF 6 PM7G
080835 -  ..
080836 - The number of "bad" chips per wafer also increases as processors get
080837 - larger, added Peter Glaskowsky, also an analyst at MicroDesign.
080838 - ref OF 6 WO8L
080840 -  ..
080841 - Intel is currently struggling with a capacity shortage, so there is a
080842 - finite amount of factory space it can dedicate to the new chip.
080843 - ref OF 6 JN7M
080844 -
080845 -
080846 -
080847 -
080848 -
0809 -

SUBJECTS
Timna Processor Delayed Due to Component Issue

0903 -
090401 -  ..
090402 - Timna Processor Delayed Because of Component Issue
090403 -
090404 - Intel's Timna chip, designed for low-cost computers has been delayed
090405 - because of a component that allows the chip to work with standard
090406 - memory. ref OF 6 8W8A
090407 -
090408 -    [On 000929 Timna processor program cancelled due to design defects
090409 -    and market conditions. ref SDS 46 0001
090410 -
090411 -
090412 -
090413 -
0905 -

SUBJECTS
Notebook Computers Thin, Light, Long Battery Life
Notebook Computers Thin Light
Dream Computer Executives, Managers, Asilomar Conference

1205 -
120601 -  ..
120602 - Executive Notebook Computer - Thin and Light
120603 -
120604 - Intel is encouraging software developers and hardware manufacturers to
120605 - work to reduce the overall power consumption of Intel-based notebooks.
120606 - Barrett said his dream notebook would be 0.5 inches thick, weigh 2
120607 - pounds, contain a 1-GHz processor, and run eight hours on a battery
120608 - charge. ref OF 6 NT6O
120610 -  ..
120611 - "I just think there is a consumer design style for thin and light," he
120612 - said, adding that short battery life "is the killer problem."
120613 - ref OF 6 WU3J
120614 -
120615 -     On 960103 proposed Intel demonstrate dream machine for executives,
120616 -     at Asilomar Conference. ref SDS 7 9056
120618 -  ..
120619 - What does an executive or an engineer do with a "dream" computer?
120620 -
120621 -     On 910418 Intel reported they wanted computers to improve daily
120622 -     management by integrating time and information. ref SDS 1 2744
120623 -
120624 -        [On 010425 Morris reported SDS makes the computer a utopia for
120625 -        improving productivity. ref SDS 50 EP7F
120627 -      ..
120628 -     On 950927 report that limited time and too much information caused
120629 -     poor management. ref SDS 6 6021
120631 -      ..
120632 -     On 950927 Intel managers gave up on using notebook computers
120633 -     because they did not improve management, not because they were too
120634 -     heavy and the battery life was too short. ref SDS 6 7732
120636 -      ..
120637 -     On 970603 Intel reviewed opportunity for notebook and other
120638 -     computers to improve management and earnings, using SDS.
120639 -     ref SDS 11 5803
120641 -      ..
120642 -     On 990907 Intel reported SDS on the Internet has self-evident
120643 -     benefits for improving management. ref SDS 33 0149
120644 -
120645 -
120646 -
120647 -
120648 -
1207 -

SUBJECTS
Network Computer (NC) competes with PC
Intel Competing Sun Microsystems for Internet Server Market
Sun Micrososystem Servers Vertical Manufacturer IBM Mainframes, Apple
Servers Vertical Manufacturer Model Sun Microsystems
Intel Competing Sun Microsystems Servers Change Vertical to Horizonta
Communism Compared to Vertical Manufacture Model Sun Microsystems, 00

1708 -
170901 -  ..
170902 - Intel Competing for Servers with Horizontal Architecture
170903 - Open Architecture Intel Processors Threaten Sun Vertical Architecture
170904 - Vertical Manufacturing Model Compared to Failed Communism Model
170905 -
170906 - Follow up ref SDS 10 NB2W.
170907 -
170908 - CNET News.com reported today, ref OF 7 0001, Intel's CEO, Craig
170909 - Barrett, said in an interview today that Sun, which designs the
170910 - hardware, software and processors that go into its servers, represents
170911 - an increasingly outmoded way of doing business because it locks
170912 - corporate customers into products or services from a single seller.
170913 - ref OF 7 0002
170915 -  ..
170916 - Barrett cites Apple's low 4 percent market share to show that vertical
170917 - manufacturing is not effective in delivering useful products and
170918 - reasonable prices. ref OF 7 MR4L
170920 -  ..
170921 - By contrast, the "horizontal" PC market, where different companies
170922 - sell interchangeable products based on common standards, lets
170923 - customers shop around and will emerge victorious. ref OF 7 LY7L
170925 -  ..
170926 - "The horizontal makes much more progress than the vertical market.  You
170927 - just have to look at Sun," Barrett said with a laugh. "If (Sun CEO)
170928 - Scott McNealy's model worked, communism would still be prevalent and
170929 - challenging capitalism." ref OF 7 JK7M
170930 -
170931 -
170932 -
170933 -
170934 -
1710 -

SUBJECTS
Bad Management Not Bad Luck Causing Delayed Product Shipments
Intel Improving Bad Management to Improve Earnings
Bad Management Reduces Earnings at Intel Causing Delayed Product Ship
Intel Trying to Improve Management and Reporting

2106 -
210701 -  ..
210702 - Dropped the Ball Mistakes Cause Lower Earnings
210703 - Intel Moving to Improve Management (Dropped the Ball)
210704 - Delayed Product Shipments Caused by Bad Management, Not Bad Luck
210705 -
210706 - Follow up ref SDS 36 0001.
210707 -
210708 - CEO, Craig Barrett, reported today that Intel has moved to correct
210709 - manufacturing and planning problems, which helped cause a processor
210710 - shortage that has lingered for nearly 10 months. The company simply
210711 - didn't anticipate demand correctly last year, Barrett said. Some
210712 - products also had to be delayed because of defects. ref OF 7 019R
210714 -  ..
210715 - This aligns with product delays reported on 990925. ref SDS 36 0001
210717 -  ..
210718 - Commenting on product delays and recalls, Barrett said...
210720 -  ..
210721 - "I don't believe (Intel had) bad luck in that stuff... We kind of
210722 - dropped the ball," he said. "We have been embarrassed by the slips and
210723 - are dedicated not to have a continuing episode of these slips."
210724 - ref OF 7 NS3H
210726 -  ..
210727 - On 990625 Barrett eliminated the COO position that supported the CEO,
210728 - when he moved from COO to CEO. ref SDS 32 7E54
210730 -             ..
210731 -            [On 030801 Morris reports that people "game" the system of
210732 -            action items to pad the record and cover up delays and
210733 -            failed performance. ref SDS 51 PVWS
210735 -  ..
210736 - Barrett's concern echos Grove's explanation of a strategic inflection
210737 - point signaling new realites, reviewed on 980307, where Grove says...
210738 -
210739 -          Things happen to your business that didn't before, your
210740 -          business no longer responds to your actions as it used to.
210741 -          It is times like this that the telling phrase "Something has
210742 -          changed" is apt to come up." ref SDS 20 6148
210744 -     ..
210745 -    On 911123 feel good management reviewed. ref SDS 2 4930
210747 -     ..
210748 -    On 931130 Drucker reviews theory x and y management methods.
210749 -    ref SDS 4 9677
210751 -     ..
210752 -    On 950927 information overload is a big problem at Intel.
210753 -    ref SDS 6 E93K
210755 -     ..
210756 -    On 950927 Intel gave up on objectives for using computers to
210757 -    improve management. ref SDS 6 7732
210759 -     ..
210760 -    On 960223 hectic schedule crowds out time for analysis. ref SDS 8
210761 -    4992
210763 -     ..
210764 -    On 970603 Intel planned to sell better computers to play games,
210765 -    rather than improve management productivity. ref SDS 11 4486 and
210766 -    ref SDS 11 2701
210768 -     ..
210769 -    On 970710 article explains tension at Intel between empowerment to
210770 -    encourage creativity and synergy, but this reduces command and
210771 -    control of management quality, which invites delays, mistakes and
210772 -    losses. ref SDS 12 1431
210774 -     ..
210775 -    On 971222 Andy Grove explained tension between discipline to use
210776 -    good management practice and empowerment to encourage creativity
210777 -    and synergy. ref SDS 16 6695
210779 -     ..
210780 -    On 980307 Grove explained advantage of discipline to analyse daily
210781 -    working information that reduces ambiguity of mental maps.
210782 -    ref SDS 21 3668
210784 -     ..
210785 -    On 990625 executives encounter difficulties because they do not
210786 -    like to invest time for analysing daily working information.
210787 -    ref SDS 32 7344
210789 -     ..
210790 -    On 000106 explanation about communication causing problems, and
210791 -    offering to use SDS that reduces meaning drift, was rejected as
210792 -    arrogant. ref SDS 41 JW5O
210794 -  ..
210795 - Poor management causing delay, extra cost aligns with report on 990924
210796 - that medical mistakes cost $2B annually. ref SDS 35 0001  On 991207
210797 - national initiative to reduce medical mistakes. ref SDS 40 0001  On
210798 - 991001 small communication mistakes at NASA cause loss of Mars probe,
210799 - cost $125M. ref SDS 37 0001
210800 -
210801 -      [On 000928 Pentium 4 delivery delayed. ref SDS 45 0001
210803 -       ..
210804 -      [On 000929 Timna processor program canceled due to defects and
210805 -      market conditions. ref SDS 46 0001
210807 -       ..
210808 -      [On 001011 Ford and Firstone cited for product defects caused
210809 -      over 100 deaths, thousands injured; cost Firestone $450M to
210810 -      correct, due to poor management and communication. ref SDS 47
210811 -      0001
210813 -       ..
210814 -      [On 000922 Intel forecasts lower earnings. ref SDS 44 0001
210816 -       ..
210817 -      [On 001121 letter explains lower earnings and stock prices shows
210818 -      need for better management using KM. ref SDS 48 U46K
210819 - ..
210820 - On 970603 Dave Vannier launching a project to increase demand
210821 - for PCs. ref SDS 11 1600
210822 -
210823 -      [On 001207 Intel forecasts lower earnings again due to reduced
210824 -      demand for PCs; too many people having too many problems.
210825 -      ref SDS 49 0001
210827 -  ..
210828 - On 970603 need for better management reviewed at Intel. ref SDS 11 5803
210830 -  ..
210831 - On 990524 proposed support for engineering management. ref SDS 29 0876
210833 -  ..
210834 - On 990525 engineers don't like to do engineering management.
210835 - ref SDS 30 0966
210837 -  ..
210838 - On 990912 planned initiative to support Intel management. ref SDS 34
210839 - JS4H
210840 - ..
210841 - On 991010 complexity of daily management overwhelms traditional
210842 - IT methods, needs SDS to maintain alignment. ref SDS 38 3066
210844 -  ..
210845 - On 991014 executives fear responsiblity for knowledge. ref SDS 39 0001
210846 -
210847 -    Complexity from faster information makes communication biggest risk
210848 -    in enterprise. ref SDS 39 5600
210850 -  ..
210851 - On 000517 companies destroying intellectual capital in order to deny
210852 - discovery of knowledge by others in a lawsuit. ref SDS 42 9752
210854 -  ..
210855 - On 000802 developed secrecy as issue for Com Metrics business plan,
210856 - balancing need for internal knowledge to maintain progress and
210857 - earnings by reducing mistakes, while minimizing legal exposure for
210858 - mistakes. ref SDS 43 5392
210859 -
210860 -      [On 000922 Intel forecasts lower earnings. ref SDS 44 0001
210862 -       ..
210863 -      [...analysts concerned PC market has matured, i.e., is saturated,
210864 -      requires good management rather than relying on customer frenzy
210865 -      to buy toys. ref SDS 44 5T5L
210866 -
210867 -
210868 -
210869 -
210870 -
210871 -
210872 -
2109 -