Replies to post #74115 on Intel Corp (INTC)

[Sarmad]

>> Intel has completed their 32 nM process development - in their development lab, of course - and they will need to bring up a production fab on this new 32 nM process.

Converting an existing 65 nM fab, or one of the 45 nM fabs, will absorb a good deal of this "extra" capacity.
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I understand this is likely the plan. But what about the just completed quarter ? Would the process of converting a 65nM fab to 32 nM have started already ? Or were all six fabs producing parts at full volume ? I wonder whether Intel will purposely build inventory of 65 nm parts prior to idling one of the three 65 nM fabs for conversion ?

I think a build-up of inventory, regardless of reason, will be considered a negative factor for the stock.