Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Jim McMannis who wrote (81190)	11/27/1999 1:32:00 PM
From: Charles R	Read Replies (1) of 1574097

Jim, <I suppose Dell looked at the latest sales figures showing Compaq soundly regaining the lead and started to figure it out...<G> > I am with you on this one. Actually there could be more here than that meets the eye. Retail market is volume intensive at the low ASP-side. In Q4 Compaq was getting plenty of low-end chips from AMD but HP and Gateway were not getting the required amount of low-end Celerons. Intel, by forcing the OEMs to move up the segmentation ladder, by denying allocations of low-speed Celerons and PIIIs may have caused considerable grief to the Intel dependent OEMs that have a lot of retail business (HP, Gateway, Emachines for sure and even Dell to some extent). The move helps Intel's Q4 but was bound to have longer term consequences. I noted this a while back when I learned about Intel pushing OEMs up the ASP mark. Dependence on a single supplier is typically a bad idea and its negative impacts show up on times like this one. This should stengthen AMD's position and help it a lot in building volumes as we go forward. Chuck

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