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To: Joe NYC who wrote (83169)	6/21/2002 12:24:54 AM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Van Smith on Paul Otellini's statement on x86-64: vanshardware.com Van's opinion is based on the assumption that Otellini is telling truth (the truth, the whole truth and nothing but the truth, so help him God) not the Clintonian "truth". My assumption is that the denial will be followed in few months by a comment that Intel is "investigating the issue", which will be followed by Intel saying that the they will let the market tell them what to do, which will be followed by a statement that the market told them they should do it, and coincidentally, it is done, and it will be introduced shortly. Joe

To: Joe NYC who wrote (83169)	6/21/2002 12:39:28 AM
From: Dan3	Respond to of 275872

Re: Do you know how many stores CompUsa has? They had 224 when they were bought out. Since then, some of their stores have been closed. Now Slim is using CompUSA to test the mettle of his eldest son, 33-year-old Carlos Slim Domit. Slim Domit heads up Grupo Sanborns, the retail giant that includes 305 Sanborns and Sears outlets in Mexico, and he now oversees the 224 CompUSA stores in the US. Slim Domit impressed investment analysts who traveled to CompUSA's Dallas headquarters in June to hear his presentation on how he intended to remake the company. CompUSA was expecting to be in the red through 2000, but Slim Domit says the company is on track to regain profitability in the first half of 2001. To achieve this, he has vowed to shutter unproductive stores, increase the focus on cell phones and handhelds, add videogames and digital cameras, and improve CompUSA's inadequate ordering system and customer service. To spur the changes, he accepted the resignation of CompUSA CEO James Halpin. "We liked the way Carlos Slim Domit handled the meeting and responded to questions," says Juan Carlos Mateos, an analyst in Merrill Lynch's Mexico City office. "He's come a long way." wired.com Another big PC sales outlet is Office Depot with about 800 stores in the US.