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

To: chomolungma who wrote (121670)	8/3/2000 11:41:13 AM
From: Road Walker	Respond to of 1576392

Cho, re: I'm not talking about the end of the Semiconductor cycle. I'm referring to the inventory cycle. They are not necessarily the same. The "inventory cycle"? When capacity is larger than demand, prices come down. "Inventory" is a symptom, capacity and demand are the issues. Did you ever consider that the channels build inventory in anticipation of the seasonally strong late 3rd quarter and 4th quarter? Did you note that sales are accelerating at the time of year when they usually decline or are flat? And for the heck of it, can I see your research showing that semiconductor inventories are building? Good luck with your short position. John

To: chomolungma who wrote (121670)	8/3/2000 12:19:02 PM
From: Tony Viola	Respond to of 1576392

Cho, >I am suggesting that supply has now caught up with demand and that the pipelines are full. You are absolutely wrong about that, at least wrt one company: Intel has been saying that the exact opposite is true for at least the last 6 months: that inventories are dangerously LOW. At their last CC in mid July, they said they felt they might be able to start building up some inventory in the channel, but not as much as they wished. And if you say that's just Intel, well, they are the bellwether and the gorilla. So, why do you make stuff up and put it into print? Tony