Intel Corp (INTC)

[VeeCee]

Did you add anything new? I don't think so. In fact you have shifted the argument.
You can create a lot of what ifs. Yes if demand falls off the cliff, any inventory built is too much. If the demand is so strong then whatever Intel build it will not be enough.
Intel is stating seasonal and normal situation. To support that there is just enough to support that.
That is not the argument. It started with channel stuffing. Whether the demand is there or not, it is absolute clear that there is no channel stuffing and there are no channels to be stuffed.