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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: AK2004 who wrote (12667)	10/10/2000 7:25:23 PM
From: Charles R	Read Replies (1) \| Respond to of 275872

Albert, <They are also talking of growing inventory at intel - I did not hear actual numbers until today. > I belive Ashok Kumar said the inventory number is something like 2 or 2.5Mu couple of weeks back when Intel preannounced. People seem to have different estimates of how much inventory a 5% revenue miss means. <All of them view it as a concern> Personally I think this is overblown. 2-3Mu inventory is peanuts for Intel (a week's worth of shipments) Intel would be crazy to go with the current run rates given the product competitiveness of PIII/Celeron. Price war under current conditions hurts Intel more than AMD. And Intel probably knows enough about Jerry to not make such a move. If Intel moves fast, it can do a lot of chipset and flash wafer starts to suck-up the capacity. Chuck