Advanced Micro Devices Inc (AMD)

[alan81]

INTC inventory dropped 4% in Q4.
IIRC, from the AMD cc they mentioned CPU inventory was up 4%, so INTC and AMD are going in opposite directions on inventory. Who is it that has an inventory problem here? With the rate AMD is ramping capacity it is going to be VERY interesting to see where they are at in Q1 earnings.
--Alan