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

To: Saturn V who wrote (51998)	3/8/1999 9:45:00 PM
From: grok	Read Replies (1) \| Respond to of 1577122

So will the next announcement come from Gateway? ---------------------------------------------------------- The OEM who depended upon AMD are in worse shape than you think.They will have to pay the spot price for Intel's chips which is higher than what they would have got earlier, and buy new motherboards/motherboard components on the spot market also. Then they will have to dump their Socket 7 motherboard on the gray market or else watch the motherboard depreciate. [ Remember the mother board prices fall every month.] This will wipe out any price advantage AMD had offered them. These losses will make them reluctant to order large quantities from AMD.[ But they will always want to use AMD as a bargaining lever with Intel.]