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

To: Bill Jackson who wrote (86138)	1/9/2000 9:34:00 AM
From: Process Boy	Read Replies (3) \| Respond to of 1572942

Bill - <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'> I find this incredulous. $20 million is NOTHING to a company like GTW. If GTW needs $20M care packages, I wouldn't be so sure I'd want them as a flagship Tier One vendor for your champion CPU company. How do you come up with stuff like this? I believe I've read every report online as well as some printed ones on this event, and no one has come up with this in their analysis except you. PB P.S.: Although I wouldn't know for sure, I'd bet lunch that INTC's receivables w.r.t. GTW are up to date. I don't think GTW would express all that hate, only for Intel to come back next week and say GTW is a deadbeat customer. PB

To: Bill Jackson who wrote (86138)	1/9/2000 10:05:00 AM
From: steve harris	Read Replies (1) \| Respond to of 1572942

Bill, Gateway just didn't forecast their quarter properly. iNhEL knows what is best for its customers. Everything is fine at iNtEL and the longer it stays that way the better! You shouldn't worry about iNhEL anymore, I'm sure DELL can sell all of the Floppermines they might get out the door. There has to be a way to chart the desperate posts from the iNtEL camp. I believe it would make a surefire trading vehicle. Tomorrow at the open will be a good time to add to an AMD position. Bill, you do realize you will not get any anti-iNtEL comments from the iNhEL camp? You might as well be talking to a 486 in Barrett's office. :o) Make it so, Mysef

To: Bill Jackson who wrote (86138)	1/9/2000 12:26:00 PM
From: steve harris	Read Replies (1) \| Respond to of 1572942

Bill, is it Feb or March that VIA will have the Joshua? Gateway can hit their sweet spot in March with a VIA/FIC deal. steve

To: Bill Jackson who wrote (86138)	1/9/2000 2:11:00 PM
From: tejek	Read Replies (1) \| Respond to of 1572942

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.... Bill, if only AMD could have such cash problems.....the end of 9/30/99, GTW had on its balance sheet $1,014,000,000 in cash up from $871,000,000 at the end of 9/30/98....if only they would share with AMD. ted