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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: reynoso who wrote (144096)	9/25/2001 1:11:43 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

reynoso, re: This sounds like more Intel chicanery - AMD is the low cost supplier - so why wouldn't Gateway go to AMD exclusively? First, AMD may be the low price supplier, but maybe not the low cost supplier. Lots of things go into cost, logistics, marketing funds, inventory turns, defectives and returns, the need to stock additional supporting parts... But if you look at the way that AMD slowly lost the business, part by part over time, it looks like consumers preferred the Intel based machines. And once Gateway got down to only one AMD part, the decision was probably that it just wasn't worth the cost to maintain the extra vendor. John

To: reynoso who wrote (144096)	9/25/2001 1:48:12 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

RE:This sounds like more Intel chicanery - AMD is the low cost supplier - so why wouldn't Gateway go to AMD exclusively?" The Chicanery is in the MHz... Jim