Replies to post #37795 on Intel Corp (INTC)

[Sarmad]

>> keeping Chartered around at the costs involved seems very perplexing.

Our very own kpf listened to chartered CC, and he reported that he inferred from responses to questions that AMD loading has been reduced.

[kpf]

wbmw

keeping Chartered around at the costs involved seems very perplexing.

Chartered costs are variable - although the cost occurs earlier than the revenue from it, so some of it is in different periods, i.e. quarters. It will take some time for the guild to model the seasonal patterning of this, apparently.

Chartered does not seem to be suggesting the same progress in yields as before

That is the picture i see as well - no indications this would change dramatically anytime soon. Maybe I find an opportunity for another crab-meal in Changi Village later this year.:)

K.