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

To: Tenchusatsu who wrote (48059)	2/2/1999 12:08:00 AM
From: RDM	Read Replies (2) \| Respond to of 1580503

I an previous life I was involved in negotiating price for large factory purchases of semiconductors. We routinely would invite a competitor to supply parts and quotes for our engineering analysis. It was routine to show these documents to the primary supplier, or to have them on your desk during discussions as a lever. I assure you that Intel does not "match comp" easily, they are one of the most difficult to get to reduce their prices in my experience. Thus I suspect that the K6-2 evaluation by Gateway was not passed over for throughput but was used to get the price down on Celerons. While it is not news as good for AMD as "Gateway dumps INTEL", it is a significant move that Gateway is buying some. They would not do that if their relationship with Intel was 100% solid. The biggest impact of this is that it will yank Intels chain and signal Intel that "Gateway has supplier choices" in future negotiations. My take is that this is more confirmation the AMD is becoming a geniune competitor to Intel. The underdog has teeth.