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

To: Elmer who wrote (85809)	1/7/2000 3:44:00 PM
From: Petz	Read Replies (1) \| Respond to of 1572753

Elmer, it is extremely unlikely that Gateway did not order enough parts to meet their earnings and revenue projections. They knew that $1,000 to $1,3000 was 55% of their market and ordered accordingly. Intel could not deliver that many low end PIII parts. Further evidence: Gateway revenues were only 6% above last year. The percentage of revenues represented by the CPU, if anything, might have decreased slightly, which means that Intels revenues from Gateway went up little, if at all. Petz

To: Elmer who wrote (85809)	1/7/2000 4:10:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 1572753

RE:"I think you are the one missing the point. It is an unwritten rule here that's it's OK to make up lies about Intel and then discuss at length how bad Intel is for committing the imagined offense. I keep asking someone to show me where even GTW claims Intel failed to deliver on it's committed volumes and so far, nobody's been able to do it, yet it has been accepted as gospel ever since GTW's announcements yesterday. Your statement that Intel didn't bend over enough to help them simply means that Intel was as fair as they could be to everybody and didn't show any favorites, which is exactly the kind of thing you'd be trashing Intel for if they had. So damn Intel if they do and damn Intel if they don't, which IS EXACTLY THE POINT"... Well, heck Elmer!. I guess we could meet in person and arm wrestle or dual with pistols to see who is right! <G> I will give you that MAYBE Gateway didn't order enough of the right speed grade chips...but maybe, just maybe, they thought Intel would bend a little since they signed and exclusive agreement. Intel could hav like down binned chips...instead they eliminated lower speed grades. Intel looked out for Intel and Gateway was left wondering why they kissed up to Intel in the first place. So now I guess it's a point-counterpoint argument. Gateway feels snubbed and Intel says "tough break", you didn't order right. Gateways says, OK, if that's how you feel, we'll get Cherry Sanders on the phone. This happens a lot in the business world. I hope this is objective enough for you. I guess, it's the end result that matters. GTWs earnings suffered and AMD will get back a customer. Intel may have saved the quarter but lost an exclusive customer. Please don't take the weight on Intel on your shoulders... Jim