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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (50692)	3/17/1998 12:50:00 PM
From: Thomas M.	Read Replies (1) \| Respond to of 186894

...Gateway is doing poorly compared to companies like Dell... Dell is one company, not several companies. It is also the only PC-maker that is still growing like gangbusters. Tom

To: Tony Viola who wrote (50692)	3/17/1998 12:51:00 PM
From: Jon Klaus	Read Replies (1) \| Respond to of 186894

"Everything Else Smells" I have to believe Waitt was talking about the consumer's point of view when he said "megahertz sells". It's the first thing most people ask: "How fast is it?" They expect a single number, i.e 333MHz. Of course it's just a single component, but people (consumers) want a simple measurement. Its very easy to understand that 333 is a bigger number than 266, so it MUST be better. Totally simplistic, but I would bet clock speed alone drives more first time computer purchases than any other measurement (other than price). JonK

To: Tony Viola who wrote (50692)	3/17/1998 3:53:00 PM
From: BelowTheCrowd	Read Replies (1) \| Respond to of 186894

Tony, Actually, when selling to the consumer market that's pretty true. A typical consumer making a typical purchase will only keep track of 5-7 key items of interest. So what are the easy things for the consumer to keep track of? Price MHz MB (RAM) GB (HDD) Video Mem probably round out the top 5 "absolutes." That's not even considering the fuzzy subjects of brand reputation, retailer reputation, etc. What happenned to Gateway is that they abandoned their "traditional" customer, who was much more knowledgable than a typical retail customer, and today probably purchases from Dell. They've chased after the "'mo megahertz" crowd and gotten killed by major brands at traditional retailers. mg

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