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

To: EricRR who wrote (113432)	5/30/2000 7:31:00 PM
From: Cirruslvr	Respond to of 1576891

Ratbert - RE: "Salomon Smith Barney says Dell asked for and was turned down by AMD for an order of K6's!!!" Wow, that is big! I am very surprised Dell went after the EOL K6-X processors. Dell had its nose stuck up Intel's A$$ earlier this year and they lost an opportunity to get a second source processor/platform for their low end PCs. Now, the question is - Will Dell do Duron? I think if they liked K6-x enough to want to place an order, they will LOVE Duron and its performance, but not until a low cost platform to support it comes around.

To: EricRR who wrote (113432)	5/30/2000 9:22:00 PM
From: kapkan4u	Respond to of 1576891

<Evidently they are talking with Dell on a daily basis, and have turned the company down on providing it with K6-2s> Nice try Intel. Ask Dell to tie up AMD capacity with low ASP parts. Close, but no cigar. Kap

To: EricRR who wrote (113432)	5/31/2000 12:59:00 AM
From: Charles R	Read Replies (2) \| Respond to of 1576891

<Acording to the amd zone, Salomon Smith Barney says Dell asked for and was turned down by AMD for an order of K6's!!! > Would be cool if it is true. Looks like AMD was not suckered into continuing with K6 as Intel moves upmarket by not making enough Celerons. If Dell is not getting enough Celerons then nobody is getting enough Celrons (kind of validates why Celeron pricing can be artificially high on PriceWatch). AMD can leverage this by: - By making sure that Dell does not get K6s and feels the burn of sticking to a sole source (Michael Dell could look incredibly stupid trying to defend his decisions in front of analysts and investors) - Making an example of Dell to other OEMS and showing why single source strategy is bad even if one were to get preferential treatment like Dell - Showing OEMs how Intel can be an unreliable partner