Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 47.29

+7.3%

Jan 13 3:59 PM EST

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To: Elmer Phud who wrote (178586)	7/13/2004 5:02:52 PM
From: robert b furman	Read Replies (2) of 186894

I wonder how much an impact the many new processors coming out,have on overall inventory. Their list of new products is quite extensive. I know in my auto world new models mean more inventory.So does a slowing sales rate. The conference call Will be important. Bob On the plus side: chipset units were higher,mother boards were at a record, flash products were significantly higher,and connectivity products were at a record. It looks to me like sales are doing well,but the yield that comes off a 300mm line just kicks out a lot of product. Record chipsets sold and made.An inventory/production balance issue. Anyone understand what a chipset manufacturing excursion is? Bob

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