SI
SI
discoversearch

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.
Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 259.65+2.3%Jan 23 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Petz who wrote (123792)6/15/2004 2:41:43 PM
From: greg sRead Replies (1) of 275872
 
Simple:

Chipset orders come to Intel from the channels based on historical runrates.

Intel ships said orders.

Meanwhile, Intel is able to increase motherboard marketshare to the point that it impacts sales out of non-Intel motherboard manufacturers.

Intel realizes they are gaining share, but that's OK. They have ample supply of chipsets, so if the channels want them, they will ship them.

Finally, the channels experience higher inventories of Intel chipsets, attributable to unexpected reduced demand from non-Intel motherboard manufacturers, which can be traced to Intel's increased market share of motherboards.

Anyone who has actively worked repeated demand forecast cycles has seen such happen countless times. It's one of the uncertainties of doing business.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News