Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 45.51

+10.7%

Jan 9 9:30 AM EST

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To: GVTucker who wrote (178609)	7/14/2004 9:36:22 AM
From: Amy J	Read Replies (1) of 186894

GV, RE: " The bad news: If you listened to the 1Q conference call, inventory was an issue that a lot of analysts focused on." When yields are unusually good, inventory builds. No mystery there. RE: " It almost sounds like the analysts have a better grip on the business than Barrett does." No, sounds more like you don't understand what improved yields can do to inventory (even I understand that concept.) RE: "If Intel had been a little better in managing their inventory, they wouldn't have made the quarter. It appears as though Intel was late to the inventory issue because they were way too focused on making the earnings number, which is not a good way to run a business." I think that's an extremely strong accusation that's incorrect. You either trust these guys or you don't. I also think you could ask what it means to have yields increase. On another note, I didn't listen to the CC, your post implies Barrett gave the CC, which would be unusual since Paul O always gives it. Who gave the CC? Regards, Amy J

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