Petz, regarding your post on the other board:
Hey, Doug, what do you say about this claim, 12 weeks ago, by Intel's brass: Top executives at Intel Corp., acknowledging some recent setbacks, said Thursday the company plans to [1]burn off excess inventory, finalize plans to restructure the business, and [2]win back market share for its computer chips.
Message 22535072
marketwatch.com.
1. Inventory UP
2. Market Share (revenue) drops over 1%
Oh, I get it, that was the plan for 2007.
inventory burn?
Petz
Well, you're wrong.
Accounting for the extra week in AMD's Q2, revenue share was virtually flat for them, perhaps a small 0.2% increase.
Internal inventory being up more than forecast is largely due to Conroe qualifying early (200M of it), and a build of broadwater chipsets.
But Intel *customers* burned a lot of inventory that they were holding over from Q1 and earlier. As Intel said on the call, excluding this extra burn, AMD may have just gained a tiny bit more revenue share, but including customer inventory draw-down, they believe they GAINED revenue share back from AMD in Q2.
Didn't you bother to listen to the earnings call? I don't think you do get it, at all. In fact, your posts have a frantic head-in-the-sand quality to them lately. Did you baghold all the way down? Even if you did, there's time to make money grabbing some Intel calls for the ride back up.
I know I plan to pick up more Intel 2009 call leaps tomorrow.
p.s. Kentsfield and Clovertown in Q4! Will AMD be forced into a Q4 Rev F 90nm HT-enabled MCM hack, a Q107 Rev G 65nm HT-enabled MCM hack, or will they just give up until the K8L trickles out in Q3/Q4 of next year?
p.p.s. Care to place odds on whether Hector/Henri/et. al. bring up the extra week of Q2 to try to explain the crappy Q3 revenue guidance they'll be giving? Will any analyst ask them what the heck has gone wrong with their MIA 65nm process? Rev G *samples* in November and December?!? |
