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

To: Yousef who wrote (74727)	10/9/1999 6:04:00 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 1573921

Yousef, I did not say that at all. I made no mention of AMD in that post. As Dell drives to lower priced PCs there are smaller margins in absolute dollars. In addition Dell may have had to buy spot memory? and they may have had to pay premuims to jump the queue in Taiwan.(The Taiwanese detect desperation and charge extra) The Taiwanese know that dell has no loyalty and just makes groudnless threats to never buy from XYZ again if they do not jump us in the queue. Dell is a 'should cost' buyer any way and is good for base volume but not large margins. In these shortage days I expect them to pretend to 'play fair' with the rest of the queue as the rest of the queue pay more than Dell anyway. So lower ASP products, Higher spot memory and higher taiwan prices....not to mention a product gap, courtesy of Intel Your call. Bill