RE:"Well, what can you say about a company that goes sole source on the first level, AND the second level of packaging in a product as complex as a computer, who also expects to ship millions of units per year. Gateway is beginning to make Compaq, who still makes their own mobos, and uses both Intel and AMD CPUs, extremely damn smart. Make that Compaq always was pretty damn smart, but fell into the wrong management hands (Heir Pfeiffer, Achoo!). The thing is that it comes down to Gateway's procurement decisions make both them and Intel look bad. Their choice of words on the subject also won't endear them to anyone in the tech community, going forward, IMO"...
Tonee, well, you remain "the" voice of reason on the Intel thread among the Intel faithful. Only a year ago certain AMD antagonists here were laughing at boxmakers that used non-Intel chips. Saying they were losers because of it. Apparently things have changed.
Compaq is looking "smart" (the have looked very dumb about other things). Would you add Compaq shares at this time?
Actually, I think they minced words...but I'm not sure what you mean about your last statement about GTW not endearing themselves to anyone in the tech community... |
