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Post# of 97775
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pgerassi

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Re: wbmw post# 67931

Wednesday, 12/14/2005 12:55:21 PM

Wednesday, December 14, 2005 12:55:21 PM

Post# of 97775
Wbmw:

Then why did Intel say they have increasing inventories in their mid quarter update? They also stated that they were in "hand to hand combat" with AMD. And if things were going like they were, that they would lose market share. Sounds more like Intel is having demand problems rather than supply ones. Well you could think that being behind in performance, performance per dollar and performance per watt, is a supply problem but, most here would put that as a management failure.

Pete
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