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To: kepler2 who wrote (207504)8/3/2006 7:29:26 PM
From: CraveyRead Replies (1) | Respond to of 275872
 
How would you reconcile building $200M of Conroe inventory with the Otellini statement of 1M units in first 10 weeks? 1M units of production is probably less than $50M from a cost standpoint. One of those "facts" is not right.

Cravey.



To: kepler2 who wrote (207504)8/3/2006 7:30:18 PM
From: AK2004Respond to of 275872
 
I wonder what it translates to? It is also a bit higher than old chips invenory....



To: kepler2 who wrote (207504)8/3/2006 8:21:39 PM
From: PetzRespond to of 275872
 
kepler, the $200M was Intel's estimate of the value of its internal CMW inventory buildup. But I think a lot of this is wafers in various stages of production.

The $900M increase in inventory, to a large extent due to Intel CPUs and chipsets, was of parts in OEMs hands -- and hardly any of this is CMW.

Petz


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