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Technology Stocks : Intel Corporation (INTC)
INTC 37.91-1.4%3:59 PM EST
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To: Saturn V who wrote (95108)1/6/2000 3:16:00 AM
From: Amy J  Read Replies (2) of 186894
 
RE: "with the BTO(Build to Order) model, demand forecasting was an academic exercise. Gateway and Dell ordered chips as soon as the customer ordered the computer.So the risk of demand forecasting was passed on Intel. It takes two months or more from wafer start to finished product, and so Intel marketing made the best guess of customers needs."

Hi Saturn V,

I don't know how Intel does their ordering, but I would doubt this is how it happens. Here's why: remember article on Intel StrongARM which quotes an Intel PM who stated something like, "we [Intel] wouldn't have shortages if vendors gave better forecasts of their orders." This comment implies forecasts are (extracted or) submitted to Intel.

Don't know about Intel, but I think forecast 'scheduling' in general is still done in advance, submitted to vendor, while the actual builds and delivery could be at the last minute, BTO. Maybe deltas are handled as a financial penalty, would be my guess.

Regards,
Amy J
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