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Politics : Formerly About Advanced Micro Devices
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To: Elmer who wrote (107191)4/23/2000 1:51:00 PM
From: tejek  Read Replies (2) of 1573927
 
Perhaps you missed my previous response to this issue. I will repeat: Intel shipped ~32M processors in Q4 while depleting their inventories to record lows. That means they shipped more processors than they manufactured. Kind of like dipping into your savings account when you spend more than you make. So entering Q1 they had virtually no inventory, according to Andy Bryant yet they still shipped ~32M processors. That looks to me like increased manufacturing output to me.

EP,

Of course the key factor here is what was the inventory at the beginning of Q4?

ted
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