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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


To: Road Walker who wrote (150449)1/5/2000 6:34:00 PM
From: SecularBull  Respond to of 176387
 
Looks like a DELL/INTC plan to quash competition! Call Reno!

LoD



To: Road Walker who wrote (150449)1/5/2000 6:37:00 PM
From: D.J.Smyth  Read Replies (1) | Respond to of 176387
 
"Gateway Inc. (GTW) Chief Financial Officer John Todd
said a shortage of Intel Corp. (INTC) microprocessors and motherboards trimmed
$200 million to $250 million from the computer-maker's fourth-quarter revenue.
In an interview with Dow Jones Newswires, Todd said the shortages affected
personal computers costing $999 to $1,299, a range termed the "sweet spot"
because it is typically the company's highest volume category. Those machines
use Celeron processors and motherboards made by Intel."

WELL GUESS WHAT, INTEL WAS GIVING THE BUSINESS TO ITS PREFERRED ACCOUNTS LOOSELY DEFINED AS NON-AMD CLIENTS. There is only one major Non-AMD client that stands out: Dell. For Intel it is called "sleeping with another man's wife". Dell doesn't sleep around.



To: Road Walker who wrote (150449)1/5/2000 8:53:00 PM
From: TigerPaw  Read Replies (1) | Respond to of 176387
 
. Only last fall, Gateway ended a brief supply
arrangement with Advanced Micro Devices Inc

Unlike Gateway, Dell has a large and very good design staff and creates the Optiplex line internally. This spills over into the Intel supplied motherboards. The boards can arrive, as all new products do, with problems. Gateway can detect problems but then has to sit around and wring their hands until Intel gives them a fix. Dell reworks the motherboards until they are better and of course gets first delivery of the now solved product. It filters out to Gateway eventually.
TP