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

To: Process Boy who wrote (86133)	1/9/2000 9:17:00 AM
From: Bill Jackson	Read Replies (4) \| Respond to of 1572941

PB, There is another possibility...GTW is having cash flow problems and is late in payments to Intel and has been throttled by this inability to manage AR/AP asmargins decline. Remember they were caught badly when they were forced into spot memory buying a while back and this could have been the beginning. If this is true that would explain a lot of things. Remember the just-in-time direct model is very unforgiving of disruptions that interfere with the chain since some items are air and others by sea, etc. It does not take much of this to cause a large problem. This may have been forwarned when Intel gave them $20 million. That may have been a 'rescue' Bill