Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 40.78

+0.7%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Dave who wrote (168456)	7/18/2002 2:14:02 PM
From: TGPTNDR	of 186894

Dave, Re: <...the low inventory level implies to me that AMD knew revenues would be light at least two months in advance. ...> Well, certainly. In the Q1 CC AMD said their channel was stuffed. They said they "SOLD" over 6M processors. That's over 500K more than my guess. They also guessed, in their 2Q cc that Intel's channel is now more "STUFFED" than theirs(AMDs). I'd guess we'll find out in a couple months what the story is. -tgp

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next