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Technology Stocks : Intel Corporation (INTC)
INTC 37.83-4.3%Dec 12 3:59 PM EST

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To: Tony Viola who wrote (50692)3/17/1998 9:58:00 PM
From: Fred Fahmy   of 186894
 
Tony,

Re: Waitt's comment

<This CEO doesn't even know that, sometimes, adding more memory can have more effect re performance than upping the clock frequency of the CPU? Or, upgrading from IDE to SCSI drive can do the same? Or, adding L2 cache?>

I think he knows this very well. I'm guessing that his point is that to most uniformed PC consumers (which is most consumers), the higher the Mhz the sexier and better the machine. You don't really think he thinks that MHz alone is what matters for performance do you? Before, you knock him too hard you should also keep in mind that he turned a $10,000 loan from his grandma a little over ten years ago into a $6 billion dollar company. He must have some clue.

BTW, I have no position in GTW but I did ride it from about $8 when it IPO'd to $16. The stock has gone up about 5X is 4 years.....again, not exactly indicative of a clueless CEO, at least IMHO.

He has also been one of the few box maker CEO's to stay exclusively Intel Inside <GGG>.

Good luck,

FF
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