Paul, do you agree with Jim Cramer's praise of Gerry Parker? The following is from a recent TheStreet.com article of his:
"You think, hey, maybe Gates is just a cable-channel-surfing
kind of guy, addicted to the TV? Nope, Intel (INTC:Nasdaq)
seems to be doing its best to distance itself from the box,
too. Any company that puts Gerhard Parker, the man who
built the eighth wonder of the world, the Intel Fab, to work
on non-PC business is also moving away from the
boxmakers. (Parker will be working on project anti-Exodus,
which so far, hasn't made much headway, but I wouldn't bet
against Parker. I have seen his handiwork firsthand. The
man's a genius and could be considered America's greatest
manufacturer, topping Ford for king of mass production in
this century.)
When Intel and Microsoft move their money and people
away from their bread-and-butter PC businesses, why
should we put our money with those businesses? Looks
like a change of diet is coming soon, and bread and butter
aren't on Wintel's menu. Maybe they shouldn't be on ours
either."
I thought that it was Barrett that really got things into shape in the late 80's/early 90's with his "copy exactly" programs for the Intel fabs. I remember that Grove was even quoted as saying that Barrett is a better operations/manufacturing guy than himself. Also, I thought Intel had some manufacturing issues in the mid 80's with their DRAM operations - which we know were soon to be terminated. I know the Koreans and the Japenese were dumping product in the U.S. but I also read that Intel got a bit lazy and let the competition nudge ahead of them in this area. If this is true then I believe that maybe Barett is the "genious" and not Parker. Maybe they both are.
I don't know much about Parker. Do you believe he deserves these accolades from Cramer?
Regards,
Doug
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