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


To: Process Boy who wrote (85343)1/5/2000 11:18:00 PM
From: Charles R  Read Replies (2) | Respond to of 1572023
 
PB,

<The above observation is a strange aspect to this story, since as you point out, the AMD products GTW was offering (K6II's) seem to fit the segment GTW says is the problem.

The whole GTW picture (AMD or no AMD) is very strange.>

Not strange at all. AMD was sold out of K6s for the quarter and any upside production would have gone for more loyal customers like Compaq.

Gateway's only real choice at that time was to get a small amount of K6s (probably the 533s) and Athlon 500s and even Athlon 550s.

Chuck



To: Process Boy who wrote (85343)1/5/2000 11:19:00 PM
From: tejek  Read Replies (4) | Respond to of 1572023
 
The whole GTW picture (AMD or no AMD) is very strange.

PB, what's strange about this....AMD did not perform so GTW dropped AMD as a supplier, thinking that Intel could meet all their needs because that's what Intel promised. Unfortunately for GTW, Intel failed to perform and GTW is running short on what was supposed to be their best quarter.

ted



To: Process Boy who wrote (85343)1/5/2000 11:33:00 PM
From: Jim McMannis  Respond to of 1572023
 
RE:"The whole GTW picture (AMD or no AMD) is very strange"

This is likely true. Gateways stupidity and gullibility probably had as much to do with them missing the Q as Intels flops...

I've already mentioned how they had no answer to the Sub-1000 pcs with 400 ISP rebates offered at retailers.

Jim