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Politics : Formerly About Advanced Micro Devices
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To: Bill Jackson who wrote (86138)1/9/2000 9:34:00 AM
From: Process Boy  Read Replies (3) of 1573039
 
Bill - <PB, There is another possibility...GTW is having cash flow problems and is late in payments to Intel and has been throttled by this inability to manage AR/AP asmargins decline.
Remember they were caught badly when they were forced into spot memory buying a while back and this could have been the beginning.
If this is true that would explain a lot of things.
Remember the just-in-time direct model is very unforgiving of disruptions that interfere with the chain since some items are air and others by sea, etc.
It does not take much of this to cause a large problem. This may have been forwarned when Intel gave them $20 million. That may have been a 'rescue'>

I find this incredulous. $20 million is NOTHING to a company like GTW. If GTW needs $20M care packages, I wouldn't be so sure I'd want them as a flagship Tier One vendor for your champion CPU company.

How do you come up with stuff like this? I believe I've read every report online as well as some printed ones on this event, and no one has come up with this in their analysis except you.

PB

P.S.: Although I wouldn't know for sure, I'd bet lunch that INTC's receivables w.r.t. GTW are up to date. I don't think GTW would express all that hate, only for Intel to come back next week and say GTW is a deadbeat customer.

PB
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