Joe, While Andy Bryant said that addition to inventory will continue unabated?
While Intel said that they want to reduce inventory? We can keep going around in circles if you want.
Desperate not to show loss of market share. ... Intel enters panic mode when its market share drops below 80%. It is not question of maturity, it is a strategy.
Panic mode? That's a strategy? Was Intel "panicking" the last time AMD got above 20% market share?
Intel always acts and reacts, just like any other business. Inventory rises unexpectedly, Intel reacts by selling it off for real cheap. AMD's market share rises above 20%, Intel takes steps to make their roadmap more competitive.
I think I've said enough.
Tenchu
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