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

To: pgerassi who wrote (107188)	4/21/2000 10:37:00 AM
From: Elmer	Read Replies (4) \| Respond to of 1573891

Re: "Intel should be able to go from 31M in Q3 to 32.6M in Q4 and 35.4M in Q1. They only did 31.8M in Q4 and 31.8M in Q1 from CC. Ramp is what is not good. See previous message" Perhaps you missed my previous response to this issue. I will repeat: Intel shipped ~32M processors in Q4 while depleting their inventories to record lows. That means they shipped more processors than they manufactured. Kind of like dipping into your savings account when you spend more than you make. So entering Q1 they had virtually no inventory, according to Andy Bryant yet they still shipped ~32M processors. That looks to me like increased manufacturing output to me. EP