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Golfbum

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Golfbum

Re: CombJelly post# 72594

Saturday, 06/10/2006 4:26:16 PM

Saturday, June 10, 2006 4:26:16 PM

Post# of 97863
CJ

Just suppose for a second that Intel isn't "bleeding out" but reducing P4 inventories and repositioning that part of their line in prep for a larger than expect Conroe ramp.

Bryant said they were going to increase P4 inventory (as they always try to do) just in case something goes wrong with the Core2 builds.

If nothing is going wrong, rather everything right, with Conroe I would expect exactly what is going on right now: lots of volume and aggressive pricing to move what might be unneeded safety stock.

gb




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