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


To: Mani1 who wrote (85241)1/5/2000 4:45:00 PM
From: Charles R  Read Replies (1) | Respond to of 1572099
 
<From CNBC, GTW said, (I am paraphrasing)

"We will not let action of others decide our offerings."

Hmm, what does that mean? Anyone else was listening?>

I heard that, too.
I guess Intel upselling the customers to higher speed bins to help make its own quarter would qualify as "action of others" ;-)



To: Mani1 who wrote (85241)1/5/2000 4:50:00 PM
From: Y. Samuel Arai  Respond to of 1572099
 
>From CNBC, GTW said, (I am paraphrasing)
>"We will not let action of others decide our offerings."
>Hmm, what does that mean? Anyone else was listening?
>Mani

My take is that Intel threatened to make them a lower-priority customer if Gateway began offering AMD Athlon systems. I could be wrong, but I can't think of anything else to which he might be referring. Obviously, the "action" must be something that could affect GTW in a substantial way. What other outside company could have such an impact on GTW? I can only think of Intel.



To: Mani1 who wrote (85241)1/5/2000 4:59:00 PM
From: Goutam  Read Replies (1) | Respond to of 1572099
 
Mani, re:"We will not let action of others decide our offerings."

Hmm, what does that mean? Anyone else was listening?


I did. They are clearly mad at their current supplier - whoever that is ;-) There is going to be more coverage on this on CNBC.

Goutama



To: Mani1 who wrote (85241)1/5/2000 5:16:00 PM
From: steve harris  Read Replies (1) | Respond to of 1572099
 
Mani,
VIA still scares me more than iNtEL.
$999 would be a good point for VIA as a supplier.
Motherboard, CPU, a lot of "supply" possibilities.

steve