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To: fastpathguru who wrote (207507)	8/3/2006 7:36:16 PM
From: AK2004	Read Replies (1) \| Respond to of 275872

perhaps they defined inventory as retail value, who knows....

To: fastpathguru who wrote (207507)	8/3/2006 7:43:42 PM
From: Elmer Phud	Read Replies (1) \| Respond to of 275872

That statement is kind of contradicted by their other statement(s) that they'd only be shipping ~1M C2D's in the Q3 timeframe... I don't think they made that statement. Do you have a quote? I would conclude that several hundred million in inventory translates to millions of Conroes in inventory now, isn't that what "inventory" means? So the next question is, where are they? Perhaps a large number are in die inventory waiting for the market to be ready to accept them? It takes time to prime the pump.