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Re: SemiconEng post# 12591

Friday, 07/23/2004 4:25:01 PM

Friday, July 23, 2004 4:25:01 PM

Post# of 151741
I wondering but I don't know:

This may be the cause of the inventory build. Rather than discontinue the old line they kept it running until the new line came up.

Apple just made an announcement that they will have NO product in one of their lines for the next two months because they discontinued the old line before the new line was ready. That is much worse than Intel's situation.

One would think that an old fully depreciated line should be more profitable than a new process. The only good "excuse" is that there is an alternative use for the line.

I don't know enough to know whether this is true, but what would your guess be?

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