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

To: Charles R who wrote (89728)1/26/2000 1:32:00 PM
From: kash johal  Read Replies (1) | Respond to of 1571928
 
Charles,

Re:"margins"

I think disti margins are in the 20 point range.

I don't think Intel is pulling parts from disti's to sell to dell.

I think they are offering to sell direct to modest size suppliers - those that typically buy from disti - under their chip direct program.

Intel has much more stringent financial terms than disti's so they are probably using availability to cut the disti numbers.

I see this as more of a margin play than an availibilty issue or yield issue.

regards,

Kash

regards,


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