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 : Intel Corporation (INTC)
INTC 48.72+3.0%Jan 14 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Saturn V who wrote (178659)7/15/2004 1:20:53 PM
From: Elmer Phud  Read Replies (2) of 186894
 
Saturn

The inventory increase was due to higher yields, and not due to a lack of demand. So the higher yield will eventually translate to higher profits downstream. The higher inventory is clearly a problem if it is due to a reduction in customer demand. But such is clearly not the case.

I think the fear is that the higher inventories are really the result of less than anticipated binsplit, where Intel had to start more wafers to get enough higherspeed parts, thus being stuck with too many slow ones. I'm not saying this is true but I think that's the concern.
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