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

To: kash johal who wrote (89733)	1/26/2000 1:44:00 PM
From: Charles R	Respond to of 1571987

Kashm, <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.> So, I did misread you. Now I see where you are coming from. If you are right and Intel is doing what you think they are doing that would be a major boo-boo. Now, distributors are increasingly marginalized so that may not be such a big deal but it will definitely piss a few people off (if true that is). Chuck