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

To: Elmer Phud who wrote (178660)	7/15/2004 1:31:02 PM
From: The Duke of URL©	Read Replies (2) \| Respond to of 186894

"the result of less than anticipated binsplit" I think the great unwashed, including people like Joe Osha, is more afraid that increase in inventory is due to lack of demand, which is their specific fear.

To: Elmer Phud who wrote (178660)	7/15/2004 1:32:56 PM
From: Saturn V	Respond to of 186894

Ref the fear is that the higher inventories are really the result of less than anticipated binsplit, where Intel had to start more wafers to get enough higherspeed parts, thus being stuck with too many slow ones Clearly not the case since Intel reduced the wafer starts. GV Tucker was critical of Intel not reducing wafer starts early enough. I do not think that yields are consistent and predictable to make that possible. You have to be sure that the yield increase is not a short lived exursion. Another emotional worry might be the perception that Intel is no longer on top of the ball, due to the cancellation of Tejas, and AMD being ahead in the x86-64. The poor execution with the Grantsdale does not help either.