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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Steve Porter who wrote (62879)	6/23/1999 11:30:00 AM
From: kapkan4u	Read Replies (1) \| Respond to of 1570755

<Steve - re: I haven't heard anything that agrees with the Dell rumour other than the dates, but by the same token it wouldn't surprise me if something like that was true. Whether or not it is Dell only time will tell.> Meanwhile we are getting killed on something else today. Kap.

To: Steve Porter who wrote (62879)	6/23/1999 11:37:00 AM
From: Burt Masnick	Read Replies (3) \| Respond to of 1570755

Dell is a ferocious price negotiator and that's the least of it. Since they are the reigning king of Just-In-Time production techniques, they are extremely dependent on supply of parts in almost a to-the-minute predictability of the arrival times of shipments. Their sensitivity to the ability of a vendor to deliver on schedule is legendary. AMD would have to convince Dell, in a profound way, that the chips purchased would appear in the volume required and on time. If AMD did that, then they would have taken a giant step forward in their control over their manufacturing predictability. If they haven't it is extremely unlikely they have convinced Dell to offer their chips. My guess is that DELL is unlikely to switch until and unless volume production and delivery to schedule issues are proven beyond doubt.