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Politics : Formerly About Advanced Micro Devices
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To: Elmer who wrote (85821)1/7/2000 3:41:00 PM
From: kash johal  Read Replies (1) of 1573092
 
EP & Ted,

Clearly you are both right and wrong on this.

BOTH INTC/GTW screwed up to get Gateway to this point.

All the direct guys Dell/GTW have been spoiled by perfect execution by their CPU/MB suppliers etc.

In fact their Biz plan dictates NOT ordering to expectations months in advance but to order with VERY short lead times. This allows them to save inventory cost and to capture margin by the inevitable price declines in components.

Unfortunately this zero-inventory model is less than perfect in times of product allocations/disruptions.

Intel clearly stumbled in Q4 - we don't know how badly yet -maybe it was simply overwhelmed by demand and - best case - or had some yield disruption - worst case.

But clearly Gateway shares the responsibility. They are the dumbsh*ts who went into sole source with inadequate orders etc into Q4.

And I am sure Dell got priority over Gateway when push came to shove and Gateway is pissed.

regards,

Kash
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