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.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (137777)	6/20/2001 4:48:24 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Tony, re: "Also an up to date refute of Osha the "occupational safety and health hazard to the semiconductor community"." Funny. I wonder if the Osha mis-information campaign was why he spoke up in the quiet period. John

To: Tony Viola who wrote (137777)	6/20/2001 5:14:35 PM
From: Saturn V	Respond to of 186894

Ref < Inventory Stockpiling ad nauseum > People making the the inventory stockpiling accusation should pause and ask the following questions: A. WHY SHOULD CUSTOMERS STOCKPILE INVENTORY ? The supplies of chips are adequate,so stockpiling chips ties up money. Furthermore the prices of processor chips is falling, and we are in the midst of a price war between Intel and AMD. So in this environment a customer would lose huge sums of money by stockpiling. Makes no sense from a customer point of view. B. WHAT DOES INTEL GAIN BY STEALING FROM Q3 TO IMPROVE Q2 ? Not much IMHO. In a downturn some managements tend to take excessive write-offs, and thus makes future quarters look better. Showing "better growth" later, ends up commanding a much better stock price later. Thus the management have an incentive to make downturns look worse. Thus the Intel management does not have much incentive for inventory stuffing to make the downturn less worse than it really is. HOWEVER PEOPLE WILL BELIEVE WHAT THEY WANT TO, AND INTELPHOBES WILL CONTINUE RANTING FOR MONTHS.