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Politics : Formerly About Advanced Micro Devices

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To: EricRR who wrote (113432)5/31/2000 12:59:00 AM
From: Charles R  Read Replies (2) of 1576114
 
<Acording to the amd zone, Salomon Smith Barney says Dell asked for and was turned down by AMD for an order of K6's!!! >

Would be cool if it is true. Looks like AMD was not suckered into continuing with K6 as Intel moves upmarket by not making enough Celerons. If Dell is not getting enough Celerons then nobody is getting enough Celrons (kind of validates why Celeron pricing can be artificially high on PriceWatch).

AMD can leverage this by:

- By making sure that Dell does not get K6s and feels the burn of sticking to a sole source (Michael Dell could look incredibly stupid trying to defend his decisions in front of analysts and investors)
- Making an example of Dell to other OEMS and showing why single source strategy is bad even if one were to get preferential treatment like Dell
- Showing OEMs how Intel can be an unreliable partner
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