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

To: Elmer who wrote (107191)	4/21/2000 11:15:00 AM
From: pgerassi	Respond to of 1573901

Dear Elmer: From their submissions to the SEC (see A.A. LaFountain's post), the inventory levels did NOT change much especially FG. They did NOT ship any additional inventory in Q4 otherwise FG would be much nearer to zero. Thus your statement is FALSE by their own admission (in their submissions to the SEC). Overall production from Q4 to Q1 was FLAT (per CC)! Any other interpretation is wishful thinking. Pete

To: Elmer who wrote (107191)	4/21/2000 1:00:00 PM
From: Steve Porter	Read Replies (2) \| Respond to of 1573901

Elmer, That's UTTER BS. Since intel is SUPPOSED to be transistioning to .18um, they should have SIGNIFICANTLY more volume available. Saying they drained their reserves in Q4 is irrelevant, as they should have MORE than made up for that with increased #s of die comming from .18um. If I'm mistaken here, then kindly tell me why, because right now it's not making any sense. Steve

To: Elmer who wrote (107191)	4/23/2000 10:44:00 AM
From: Amy J	Respond to of 1573901

RE: "increased manufacturing output" Elmer, that appears to concur with the concerns Intel's CFO expressed in an earlier CC re: not being able to build up inventory to meet demand. It also coincides with MS's needs. MS's OEM growth is being limited by Intel's capacity. Amy J

To: Elmer who wrote (107191)	4/23/2000 1:51:00 PM
From: tejek	Read Replies (2) \| Respond to of 1573901

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, Of course the key factor here is what was the inventory at the beginning of Q4? ted