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Politics : Formerly About Advanced Micro Devices

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To: Elmer who wrote (85850)1/8/2000 12:09:00 AM
From: Dan3   of 1575998
 
Re: "Failed to meet their commitments"

It wasn't too many months ago that Gateway was condemning AMD as an unreliable supplier - quite publicly - and said they'd never buy from AMD again.

Now Gateway is telling the world that Intel is unreliable, and that they'll never be dependant on one supplier again.

Gateway seems to be just a wee bit more willing to point fingers than most of the other boxmakers.

But, even given that, my guess is that the Q4 volume of deliveries of Coppermines and 820 based motherboards wasn't up to volumes ordered in the preceding months. (anybody else think that could have happened?) And that the PIII 400 to 500 wafer starts got a lot of real careful testing, and many of them were upbinned, leaving a shortfall of Gateway's "sweet spot" parts. I can't Gateway imagine would have been this vituperative if they hadn't felt misled by Intel about the volume of parts that would be available to them in Q4.

Dan
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