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To: Jim McMannis who wrote (119800)11/30/2000 12:57:51 PM
From: Gary Ng  Respond to of 186894
 
Jim, Re: Well, when Dell and Intel warned, AMD people said it was an Intel problem. With Gateway they can't do that as easily.

Gateway said specifically it is consumer sector, they said commercial is business as usual(well they were never a big player there anyway). As AMD is 100% exposed to consumer and Gateway is one of their largest, if not no.1, AMD is definitely going to be hurt.

gary