InvestorsHub Logo
Boards
News
Market Data
Markets
Discover
Discover
AI Subscribe Login/Register account icon
S&P 500
5,751.13
(
0.97%
)
US TECH 100
19,556.00
(
-0.08%
)
Dow Jones
42,080.37
(
0.30%
)
Brent Oil
76.88
(
-0.61%
)
Bitcoin
62,111.58
(
-0.03%
)
Post# of 704019
Next 10
Reply Private New
Public Reply Private Reply New Post
Keep Last Read
Keep Next 10 Report Keyboard Shortcuts
Next 10 Prev Next

ardent jd

Send PM Follow Ignore
Followers 3
Posts 416
Boards Moderated 0
Alias Born 07/07/2002

ardent jd

Re: Bearmove post# 268802

Tuesday, 07/13/2004 6:22:53 PM

Tuesday, July 13, 2004 6:22:53 PM

Post# of 704019
Q4 definitely stronger, but Intel is also guiding for 11% sequential growth in Q3, which is not too shabby.

IMO, conference call not great. They are now saying they are cutting back on wafer starts. The margin and inventory issues are linked, because some of the COGS from Q1 and Q2 are now sitting in inventory as an "asset". As inventory is worked off, these costs are released, and there is an under-absorbtion of costs over fewer wafer starts. So this is where the inventory becomes an issue.

Public Reply Private Reply New Post
Keep Last Read
Keep Last Read Next 10 Report Keyboard Shortcuts
Next 10 Prev Next
Join InvestorsHub

Join the InvestorsHub Community

Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.

Sign Up