Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

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To: Mani1 who wrote (102609)	4/19/2000 7:51:00 AM
From: Elmer	Read Replies (2) of 186894

Re: "Let me explain. Due to various manufacturing and inventory issue a semi manufacturer must have several weeks worth of supply in its channel. This is true for all manufacturers including Intel. Now if a product is ramping, like Athlon is, the unit supply (not days supply) in the channel MUST INCREASE so that the number of days for inventory turn does not decrease. So as long as AMD is ramping the Athlon it must manufacture more than it "sells" to keep up the number of supply days available in the inventory constant. This is a very simple concept and I am surprised why so many people are having problems with it." It's not a problem of understanding it. The problem is believing it. AMD continues to manufacture more than it sells. EP

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