Thursday, May 25, 2006 10:51:39 AM
Tenchu,
Nothing you have conjectured makes more sense than what I see: a typical reduction of inventory.
While Andy Bryant said that addition to inventory will continue unabated?
Downbinned parts? Intentional flooding of the market? Intel "desperate" to show a few points of market share gains?
Desperate not to show loss of market share.
Come on, Intel is more mature than that.
Intel enters panic mode when its market share drops below 80%. It is not question of maturity, it is a strategy.
Joe
Nothing you have conjectured makes more sense than what I see: a typical reduction of inventory.
While Andy Bryant said that addition to inventory will continue unabated?
Downbinned parts? Intentional flooding of the market? Intel "desperate" to show a few points of market share gains?
Desperate not to show loss of market share.
Come on, Intel is more mature than that.
Intel enters panic mode when its market share drops below 80%. It is not question of maturity, it is a strategy.
Joe
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