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


To: Dave who wrote (156008)1/17/2002 1:55:26 PM
From: Elmer  Read Replies (2) | Respond to of 186894
 
my statement saying that declining inventories are not a "bad" thing....

Yes you're right. Declining inventories can be a good thing. But if AMD only shipped ~4 Million Athlons from a ~100% utilized fab, while depleting inventory, in the biggest quarter of the year, while their competition is unable to meet demand, that does not portend well for AMD.

That's what I meant.

EP