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Re: jhalada post# 28218

Wednesday, 05/24/2006 4:28:08 PM

Wednesday, May 24, 2006 4:28:08 PM

Post# of 152232
Re: What do you think Intel ought to do with the inventory? Sell them as fashionable keychains?

>> Stop wafer starts of these, of course.


Joe, the wafers stopped months, if not quarters, ago. Quotes like these seem to indicate that you aren't paying attention to the notion that OEMs have excess inventory that needs to be burned off, or in some cases let go to the grey market. Intel is probably eating some of these costs, but like others have pointed out, at least this has been baked into their forecasts.
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