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Politics : Formerly About Advanced Micro Devices
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To: tejek who wrote (90204)1/28/2000 2:57:00 PM
From: kash johal  Read Replies (1) of 1576006
 
Ted,

Re: "e-machines"

I think Intels has always viewed the OEMS as basically distributors of Intels chips.

If a new distributor comes along willing to work at basically zero margins - thats not a bad deal all round.

As the business becomes a commodity it helps Intel to maintain margins.

In addition e-machines has a LONG build cycle. Computers are built in Korea and the shipped (YES SHIPPED VIA SEA) to US. I figure e-machines picked these chips in Q3 99. When dell/gtw came calling in Q4 the chips were gone.

So I suspect there is some method to the madness.

regards,

Kash
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