SI
SI
discoversearch

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 39.38+6.7%Jan 2 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Amy J who wrote (178643)7/16/2004 4:36:10 PM
From: GVTucker  Read Replies (1) of 186894
 
Amy, RE: I think you are incorrectly trying to attribute a sinister reason for a build up of inventory.

Intel's guidance shows they believe H2 will be strong. Why on earth wouldn't you want them to prepare for it?

That would make sense, except for the fact that Andy Bryant admitted on the conference call that the inventory buildup was excessive and that he wished that Intel had reacted a month earlier. You don't build up a quarter's worth of inventory when inventory depreciates as fast as it does. Additionally, Intel now has excess capacity. The only reason for Intel to intentionally build inventory in a quarter is if they're capacity constrained. Again, that stated specifically that they're slowing production, so they're clearly not capacity constrained.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News