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

To: tejek who wrote (90204)	1/28/2000 2:45:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 1574908

RE:"Jim, now do you have any question why GTW was p*ssed at Intel? I don't. Intel has gotten cozy with a less than first class OEM of the PC world."... If you remember some of my past posts, particularly the one with the spoof dialog between Ted and Craig...it was pretty evident that E-machines got their orders and Intel didn't down bin enough for Gateway. There was a gaping hole in Gateways product line, now filled by AMD. Dell thinks he's smart to stay cozy with Intel, playing Intels embarrassment for all he can get. That gamble may come back and bite him again. Jim

To: tejek who wrote (90204)	1/28/2000 2:57:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1574908

Ted, Re: "e-machines" I think Intels has always viewed the OEMS as basically distributors of Intels chips. If a new distributor comes along willing to work at basically zero margins - thats not a bad deal all round. As the business becomes a commodity it helps Intel to maintain margins. In addition e-machines has a LONG build cycle. Computers are built in Korea and the shipped (YES SHIPPED VIA SEA) to US. I figure e-machines picked these chips in Q3 99. When dell/gtw came calling in Q4 the chips were gone. So I suspect there is some method to the madness. regards, Kash