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To: bacchus_ii who wrote (48218)	7/18/2001 11:42:34 AM
From: AK2004	Respond to of 275872

Gottfried good catch, I guess they needed to "ship" more processors in order to regain this .1% in market share :-)) if true 4.6 months in inventory of processors is a disaster. I do hope that this is a typo but then agan it is up from 105 so it is possible. Regards -Albert

To: bacchus_ii who wrote (48218)	7/18/2001 12:17:11 PM
From: AK2004	Respond to of 275872

Gottfried did a bit more digging and it seems that most of the inventory are in the channels. Intel said that they feel comfortable with current inventory levels. ML estimated that it would take at least a year to bring inventories to normal levels. Together with lower than expected taxes the inventory would account for intel's market share gain of 1/10%. the increase in inventories is 34/9035m=13.2 million*. Shifting only 10% of that inventories to oems would increase unit shipment by that magical 1 million units. Regards -Albert