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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.53+1.5%Nov 28 9:30 AM EST
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To: AK2004 who wrote (12676)10/10/2000 7:36:55 PM
From: Charles RRead Replies (1) of 275872
 
Albert,

<I agree that 2.5 is not a big deal but the point is that inventory is growing and if intel would overproduce next q4 we might end up with a nice oversupply>

The question is "so what?"

And I don't mean it rhetorically but really would like to hear an alternative view point. Let's say Intel does not do good inventory management and over produces even this quarter and has 5 Mu units at the end of Q4. So, what will Intel do?

Chuck
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