Formerly About Advanced Micro Devices 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.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Petz who wrote (111333)	5/18/2000 5:33:00 AM
From: Elmer	Read Replies (3) of 1571766

Re: "FYI, AMD's inventory to quarterly sales ratio is 18.8%, Intel's is 19.5%" AMD states that their Athlon inventory in increasing. Intel states their inventories of processors are at historic lows. I have not seen a breakdown of product type in any of Intel's financials regarding inventory so I don't believe you can use those numbers to derive any information that contradicts Intel's statements. According to Intel their processor inventories are down to historic lows and according to AMD their Athlon inventories are at historic highs, for Athlon. If AMD is truly soldout as some here claim, it's hard to see how or why they are "building inventory" at the expense of sales while Intel ships all they can make. JIT manufacturing has been around for a long time now. After all these years....Dresden... Still MIA EP

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next