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To: Bill Jackson who wrote (5744)4/23/1998 9:32:00 PM
From: Francis Chow  Read Replies (2) | Respond to of 6843
 
I don't think just-in-time is good news for
Intel or any other chipmaker. It still takes
3 months from wafer starts to packaged product
(or so I gather from this and the Intel thread)
so someone has to predict demand and carry an
inventory buffer! If it ain't the boxmaker, then
it's the chipmaker, and we all know that the
value of chips in storage drops according to Moore's
law or worse.