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Politics : Formerly About Advanced Micro Devices

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To: steve harris who wrote (90144)	1/27/2000 11:52:00 PM
From: tejek	Read Replies (1) of 1582528

I tell you guys, I bet this is where a lot of the 450 PIII's went to and why GTW and Dell lost out." Could it be simpler than that? Steve Seriously I think that many of the middle Mhz PIII's in Q4 went to emachines. I think initally business sucked for DELL and GTW and they may have reduced their early orders. Then at some point business picked up, at least for GTW, but by that time, there were no chips left and GTW's big seller was dead in the water. GTW's nose was bent out of shape since it was lowly emachines that got the chips. That's why the very vocal public complaint. As for DELL I think business was down so much that they weren't really short of anything all that much. Remember DELL's future guidance now is for slower growth. And this would explain why DELL remains loyal to Intel. Intel may have been short some cumine but that was nobody's big gripe. Intel's public comments re this issue may be fairly correct. Any comments, Steve and thread? ted

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