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morrowinder

11/06/14 9:10 AM

#137931 RE: ibc #137929

ibc: you would be suprised...

Intel has extremely sophisticated supply chain management that they have perfected over decades. They are constantly turning the dials up and down to meet production goals and often they have stock right there at the factories which are mostly in Taiwan these days to build to demand. Intel doesn't typically stuff the channel because they have very good intelligence on demand so they can react in real time. The thing that typically screws them up is if one of the big OEMs cancels an expected order.
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Golfbum

11/06/14 11:09 AM

#137935 RE: ibc #137929

The claim was made that Intel was "channel stuffing." Any one who has paid attention over the last 20 years knows that Intel maintains a reserve for products at authorized distributors and closely monitors their inventory. Those distributors serve small OEMs around the world who draw parts on a daily basis.

There is no channel to be "stuffed."

The continued propagation of such lies deserves attention from the SEC.

gb

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VeeCee

11/06/14 1:24 PM

#137938 RE: ibc #137929

You are completely ignorant of how JIT works. Intel sets up warehouses at customer sites or OEM manufacturer partners. Inventory is withdrawn as required-normally weekly bucket based on a particular production run.
At other times, inventory belongs to Intel and not OEMS.
It is not magic but mere fact of life.