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

To: Gary Ng who wrote (57224)	5/4/1999 10:58:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1572505

Gary, What are you hoping to pick up Intel for. It seems like a pretty good buy at $60 or below. One of the few things folks realize about most of the chip companies is that as e-commerce comes in folks like AMD/Intel can effectively bypass the big disti's and even small mom/pop shops can buy direct. The white box market is still 50% of the total volumes. As the IC folks transition to direct model overall margins should go up another 5-10% as distis make around 22-25% gpm. This inevitable flattening of the distribution model is another ace in the whole for the CPU guys in the next few years. Regards, Kash