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Technology Stocks : Intel Corporation (INTC)
INTC 40.56+10.2%Nov 28 9:30 AM EST

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To: Tenchusatsu who wrote (98262)2/5/2000 10:13:00 AM
From: Tony Viola  Read Replies (1) of 186894
 
Ten, Man, you think Gateway is peeved at Intel or what?

Now that Gateway is a happy Athlon customer, maybe Intel will decide that Gateway doesn't need high-speed Pentium IIIs
as much as other customers, like Dell for instance. Come to think of it, maybe Intel will decide that Gateway won't want first
dibs on Willamette later this year, either.


I thought Gateway exhibited zero class in that episode. A comparable situation was when Apple had to say that they couldn't get enough G4s from Motorola. They just stated it, no histrionics. Of course, they are in a sole source situation there, aren't they?

Back to Gateway, you just don't burn bridges, even if you think you got the short end of the stick. It may come back
to haunt you, big time. Like you say, if push comes to shove, ship the early Willamettes to Dell, HP, IBM, Compaq. Gateway who?

Speaking of G4s, I continue to hear of copper horror stories, well, difficulties getting yields with it. I hope Intel is putting "all the best" they can on it from a processing point of view. 0.13 micron copper, no 0.18, that's the plan.

Tony
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