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To: dougSF30 who wrote (237247)7/26/2007 1:31:44 PM
From: wbmwRespond to of 275872
 
Re: They bascially said it was complete BS. See slide 144. Analysts expected that they were somehow moving to SIGNIFICANTLY more outsourcing, paring down on their own fabs. Instead, it turns out it means... nothing at all. "efficiency", blah blah. Nothing about lowering required ASSETS.

I knew it was B.S. from the beginning. Analysts *expect* a company to drive towards efficiency and lower costs. Bragging about it at Analyst Day is akin to a Chris Rock skit where he says his pet peeve is when a mother says, "I take care of my kids!"

"Well," Chris Rock responds, "You're supposed to take care of your kids!"