Tenchu,
While Intel said that they want to reduce inventory? We can keep going around in circles if you want.
It is only talk, like "Yeah, I want to reduce my debt, and I will start on it right after I come back from vacation that I am going to charge on a credit card."
The real story is what Bryant said. Bryant is a guy from who's mouth truth slips out here and there, whether he wants it or not. He said they are going to build an inventory bubble and then dump it in the third world. Here is a direct quote:
So there is some risk that in a transition, you build a bit of a bubble and you don’t need to ship that stuff. It’s a small risk. There are lots of places in this world you ship some product — essentially as good as most people’s in the world. So there’s, the task for us is to find places to put those.
Panic mode? That's a strategy?
To the outside world, it looks like a panic mode, when Intel dumps product at VIA like prices, but it is a strategy.
Joe
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