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Re: wbmw post# 790

Monday, 09/23/2002 7:53:04 PM

Monday, September 23, 2002 7:53:04 PM

Post# of 151692
How many times can Intel stuff the channel? Joe Osha says that Intel stuffs the channel almost every single quarter, yet I haven't seen any sharp decline in processor shipments, or any huge complaints from their customers - things that I'd expect if what you say is true.

It was AMD who said last quarter that their shipments were down in part due to customers having over stocked inventories. Isn't that channel stuffing?

EP


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