Dell je sledeci na redu, kao jedan od glavnih primalaca love...
Medjutim, cak i najgora predvidjanja nisu NI BLIZU velicine ovog "posla":
http://www.theregister.co.uk/2.../26/after_the_dell_settlement/
Intel's rebates amounted to 38 per cent of Dell's operating profit in the fiscal year 2006, and rose to 76 per cent (or $720m) in one quarter alone, Q1 2007. While almost all of the Intel funds were incorporated into Dell's component costs, Dell did not disclose the existence, much less the magnitude, of the Intel exclusivity payments.
Knowing that Intel's processors were regarded as less competitive, Dell kept returning to Intel for better and better deals. Intel considered it a price worth paying. In 2003 Dell considered investing in AMD, filings reveal, and shifting a quarter of its CPU procurement to AMD. Intel's response was a new "Tactical and Strategic Fund" worth $258m for a year. Dell closed down the discussions.
Bog te MAZ'O!
- 38% operativnog profita Dell-a je bio Intel mito!
- U jednom kvartalu je kolicina mita narasla na 76% profita!!!!
- Dell-ovi investitori pojma nisu imali o ovome, posto Dell naravno nije pominjao mito u SEC izvestajima
- Intel je sa $258M jedne godine "obeshrabrio" Dell da trazi dil sa AMD-om...
Ne znam sta covek da kaze na ovo osim onog komentara gore :)
Dalje...
For example, in Q4 FY 2004, Dell needed a $25m lump payment after forecasting a shortfall. Dell hadn't failed to hit an earnings target since 2001, and thanks to the payment, it duly met its forecast. None of this was known to investors; Dell CFO Kevin Rollins explained to investors it had met its targets because of efficiency savings and lower component costs. The SEC calls the latter claim "materially misleading", since the lower costs were not reflected elsewhere in the market - they were the result of an exclusive Dell-Intel funding arrangement. In another quarter, a $70m lump payment was made so Dell could meet its forecast, in another, $125m. Intel even agreed an "Opteron Fund" worth $275m specifically to keep Dell from defecting.
Ironically, Intel was only six months away from shipping a competitive server processor - Woodcrest - when Dell finally announced AMD as a supplier in May 2006. Intel responded by lopping an arbitrary $250m from the funding arrangement. SEC notes:
"This dramatic cut in the MCP payments did not reflect any contemporaneous meaningful purchase of AMD processors or substitution of AMD processors for those of Intel. Rather, Intel's reduction in MCP payments reflected Intel's response to Dell's announcement of an intention to use AMD products in the future."
Brate :) Mozda u to vreme nisu imali bas konkurentne CPU-ove (NetBurst era) - ali su svakako imali dobar bunker love za mito :)
Konacno, korisnici sada znaju gde je isla lova koju su pukli za skupe P4 procesore :-)
http://www.digicortex.net/node/1 Videos: http://www.digicortex.net/node/17 Gallery: http://www.digicortex.net/node/25
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