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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (96580)	1/17/2000 8:23:00 PM
From: Saturn V	Read Replies (2) \| Respond to of 186894

Ref- <You mean Gateway will stoop to using Intel in the future? > Gateway does not have a choice but to use Intel. Their management was stupid poisoning its relations with Intel. They had to find a scape goat to blame for their financial performance. It is always easy to blame a vendor, since he is no position to respond. IMHO Gateway management did not heed Intels forecasts of capacity shortfall, and the need to place longer term and more accurate orders. Gateway believed that business would continue as it has for 3 years ( an eternity in Internet time!), and believed that somehow Intel would find a way to find chips for Gateway ( by stealing from the allocation of others). When that did not happen, Gateway's business for the quarter unraveled, and the red faced management passed the blame on to someone else. Reminds me of Sanders and AMD. A few years ago when AMD was struggling to debug the K-5, and the K-5 schedule was slipping steadily. So at the earnings meeting Sanders blamed a company named Quickturn for not delivering a hardware debugger needed to redesign the K-5. Quickturn could not alienate AMD, but when pressed by the reporters,they just pulled out the PO and showed that they had met their commitments. As Paul Engel might say "Losers find some one else to blame". This strategy will work short term, because it buys you time, but has its long term pitfalls.