Replies to post #137938 on Intel Corp (INTC)

[ibc]

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 Inventory is withdrawn as required-normally weekly bucket based on a particular production run.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.

Thanks for stating the obvious.

JIT doesn't give Intel a crystal ball.

Inventory still needs to get built in anticipation of end-user demand - you can even see it in the 10Q - it's all accounted there in detail.

Here's what happens if demand doesn't show up.

Stacy Smith Q3 CC:
As always, if demand doesn’t materialize, then customers adjust
their buying pattern and bring inventory levels down. But what we
see is kind of normal levels of inventory and it’s sufficient
with seasonal Q4 that’s what our customers think will happen and
that’s I think what we think will happen in terms of our seasonal
results.