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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 246.76-0.5%Nov 14 9:30 AM EST
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To: Sarmad Y. Hermiz who wrote (201149)6/8/2006 4:31:51 PM
From: TGPTNDRRead Replies (1) of 275872
 
syh, Re: How about units instead >

Hoot, Hoot, Snerk. How'n hell you going to get *UNITS* out of INTC?

I take it you don't like the bet.

Re: Intel does not need to replace the merchandise they're dumping. Heck, they want to get rid of it. They would much prefer to sell parts they make in 300mm fabs at 65nm. Those cost them 40% less than the prev generation.

You're arguing for a write-off now? I agree, but they're also going into Q3 with more days stock on hand.

That is, that per your post: They[INTC] said they'll clear out inventory, and they're doing it.

Message 22525799

Intc is not clearing out inventory. They may be changing out inventory, scraping crap, etc., but from last I heard most of *CURRENT PRODUCTION* is the same old crap they were building back in Q1.

I said I'll bet even money for a case of beer that at the end of Q2 INTC's inventory stands at a higher daily level than it did at the end of Q1.(Days inventory.)

Remember, for Days Stock on Hand you have a big benefit built in. All INTC has to do is reduce the $ value of their current stock. (Take the big write-off.) The rest of it is valued at cost -- and per your statement that's 40% less than the last generation *STUFF*.

-tgp
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