Replies to post #28218 on Intel Corp (INTC)

[wbmw]

Re: What do you think Intel ought to do with the inventory? Sell them as fashionable keychains?

>> Stop wafer starts of these, of course.

Joe, the wafers stopped months, if not quarters, ago. Quotes like these seem to indicate that you aren't paying attention to the notion that OEMs have excess inventory that needs to be burned off, or in some cases let go to the grey market. Intel is probably eating some of these costs, but like others have pointed out, at least this has been baked into their forecasts.

[Tenchu]

Joe, Stop wafer starts of these, of course.

Not like semiconductor fabs can turn on a dime in this build-to-order industry.

So you think Intel is intentionally making more of these high inventory parts just to flood the market and grab a few more points of market share? Sounds like 'Droidian logic to me. But I guess that doesn't make it wrong, huh?

Tenchu