CONTACTS 

SUBJECTS
Intel, internal
Intel Earnings

0604 -    ..
0605 - Summary/Objective
0606 -
060601 - Follow up ref SDS 12 2412, ref SDS 10 2582.
060602 -
060603 - CNET News.com report on Internet says Intel had significant decline in
060604 - earnings. ref OF 3 2134
060605 -
060606 - These results follow weakening demand for PCs and reduced prices
060607 - reported on 980313. ref SDS 11 1331
060608 -
060609 - Intel forecast lower earnings on 980306. ref SDS 6 1917
060610 - ..
060611 - Intel plans to reduce the number of employes by 3,000. ref OF 3
060612 - 2496
060613 -
060614 -
060615 -  ..
060616 - Strategic Dissonence Between Capital Expansion and Reduced Staffing?
060617 -
060618 - Analysts expected drop in earnings but not reduction of employees.
060619 -
060620 -       The article does not elaborate, but Intel's announcement on
060621 -       980403 to spend $5B for capital expansion in 1998, ref SDS 12
060622 -       2412, seems at odds with plans for reducing staff.
060623 -
060624 -       Who is going to perform the added work?  Will it be accomplished
060625 -       in a cost effective manner?
060626 -
060627 -       Has Intel been using sunshine profits to buy-off mistakes of a
060628 -       bloated, congested management; or, will staff reductions in the
060629 -       face of capital expansion create a management that does not have
060630 -       enough time to think, so that sunshine profits will be needed to
060631 -       buy-off future mistakes? ref SDS 2 1144
060632 -
060633 -          [On 980417 Pac Bell is reported to be spending only $2.2B for
060634 -          capital expansion in 1998, half of Intel's planned outlay,
060635 -          and Pac Bell is hiring furiously. ref SDS 14 2197]
060636 -
060637 - Grove explains in his book "Only the Paranoid Survive" a process of
060638 - checking for "dissonence" as a difference between what management is
060639 - saying and what is actually being done. ref SDS 8 5517
060640 -
060641 - How does capital expansion of $5B in one year correlate with layoffs?
060642 -
060643 -
060644 -  ..
060645 - What Can PCs do that is very Valable for a Lot of People?
060646 - Drop in PC Prices and Sales Portends Strategic Inflection Point?
060647 -
060648 - Grove is quoted...
060649 -
060650 -       "We will... not let this diminish our conviction that our
060651 -       business provides the foundation of the new technological
060652 -       world."
060653 -
060654 -    ... ref OF 3 1909
060655 -
060656 - Does this reflect a "strategic inflection point" defined by Grove in
060657 - his book, "Only the Paranoid Survive," reviewed on 980307. ref SDS 8
060658 - 2680
060659 -
060660 - The key issue is finding an application that is useful enough to
060661 - justify higher priced PCs? ref SDS 8 3574
060662 -
060663 - Where is the "killer application" analysts report is needed that works
060664 - better with higher performance PCs, per review of Grove's book on
060665 - 980307. ref SDS 8 1777 and, ref SDS 8 3574
060666 -
060667 -
060668 -  ..
060669 - Faster, Better, Cheaper Intelligence
060670 - Experiment with Intelligence to Overcome Information Overload
060671 -
060672 - The CBS News 60 Minutes broadcast on 980412 on growing awareness of
060673 - the problem caused by information overoload, ref SDS 13 2085, may
060674 - support review of Communication Metrics to deliver "intelligence", per
060675 - reasoning on 971105, ref SDS 3 1459 and review of Andy Grove's book
060676 - citing need for managers to adjust to new realities one way or the
060677 - other. ref SDS 9 1660
060678 -
060679 - IBM's announcement on 980226 to provide business intelligence provides
060680 - a target, ref SDS 5 3342, which Intel can easily exceed by automating
060681 - and integrating the "Grove management method." ref SDS 5 2423
060682 -
060683 - Grove's book and the Intel story provide an ideal marketing platform
060684 - for drawing legions of new customers while maintaining the existing
060685 - customer base for high performance microprocessors, using the appeal
060686 - discussed with Intel on 960326. ref SDS 1 8339
060687 -
060688 - Grove's suggestion to experiment with new methods, ref SDS 8 3416,
060689 - seems like a good way to discover whether technology can support an
060690 - intelligence role, and whether this can add value to the Internet
060691 - while making managers lives more productive, less hectic.  Intel
060692 - can design processing power to enhance support for business support
060693 - to reach its marketing goals of selling higher performing PCs, under
060694 - the banner...
060695 -
060696 -                   Faster, better, cheaper intelligence
060697 -
060698 - This idea was suggested to Dave in a letter dated 980307, ref DIP 1
060699 - 1582, issued at ref SDS 7 3548.
060700 -
060701 -
060702 -