Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Charles R who wrote (92507)	2/11/2000 1:33:00 PM
From: Process Boy	Read Replies (2) \| Respond to of 1573757

Charles - <Products are launched with enough supply to take care of at least the top customer demands. Intel used to build inventory before launch for a reason.> Fair enough. I don't deny that Intel has not done its typical inventory building launches lately. That's a credit to AMD's execution and competitive product offering. It still doesn't deter my stance that as capacity improves, there is more of an opportunity to build inventory pre-launch. This quarter is still going to be pretty tough though, IMO. PB