Stock options are a red herring, ... The issue is excessive compensation for executives in whatever currency is used -- stock, money, apartments and whatever else. |
Stressing output is the key to improving productivity, while looking to increase activity can result in just the opposite. |
Strong microprocessor shipments in the first quarter led to some inventory correction in the second quarter as the industry prepared for a rapid transition to processors with MMX technology, |
The beginning of the end? I wouldn't be so optimistic. |
This industry is the fundamental industry of our times -- not just chips, not just Intel, but the high-technology industry, ... For those of you that have a stake in there, I'd like to share my confidence and enthusiasm for this industry long-term. So keep the faith. |
This was a disappointing quarter. The PC industry seems to have gotten ahead of itself, building more product than end-customers purchased, |
We are delighted with the excellent acceptance of Pentium and Pentium Pro processor-based PCs and servers, which has produced a stronger third quarter than we had originally expected. |
We are in the middle of a very important technology cycle, ... The companies who cut back on investment now, when the recovery comes, will be stuck with 8-inch capacity...compared to other players who moved to 12-inch. |