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Replies to post #137938 on Intel Corp (INTC)
ibc
11/06/14 10:36 PM
#137948 RE: VeeCee #137938
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 Inventory is withdrawn as required-normally weekly bucket based on a particular production run.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.
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.