http://biz.yahoo.com/seekingalpha/070601/37117_id.html?.v=1
Intel: 54.9 days of inventory
AMD: 42.6 days of inventory...
Intel: 54.9 days of inventory
AMD: 42.6 days of inventory...
inventories at the current level are less than one quarter's cost of sales
On the inventory, in the past it has trended between sort of 60 to 70 days, and it looks like we are going to set the bottom here around 75 to 80 days, and it was up to 100 days. Do you feel comfortable with this 80 to 100 day new range of inventory, or do we expect to look at a different range next year?
I recall that AMD had no inventory in Q306 or something that led to channel problems and Intel had "a quarter's worth".
By "no" inventory, of course I mean little inventory and I'm not seeing where the 42.6/54.9 come from.
Judging by Dell's recent layoff notices,and ongoing troubles, sales are likely dropping there as well....which would leave AMD with excess inventory....no? :?. . . . in the case of AMD / Intel.
Chipzilla may be building up inventory in anticipation of summer price cuts or planned Fab summer maintenance(?).
AMD would certainly be reducing DSI with 939 EOL, a lean inventory strategy due to cash flow and possibly the binning of Barcelona in anticipation of a late Q2 - early Q3 launch . . .
Judging by Dell's recent layoff notices,and ongoing troubles, sales are likely dropping there as well....which would leave AMD with excess inventory....no? :?. . . . in the case of AMD / Intel.
Chipzilla may be building up inventory in anticipation of summer price cuts or planned Fab summer maintenance(?).
AMD would certainly be reducing DSI with 939 EOL, a lean inventory strategy due to cash flow and possibly the binning of Barcelona in anticipation of a late Q2 - early Q3 launch . . .
Judging by Dell's recent layoff notices,and ongoing troubles, sales are likely dropping there as well....which would leave AMD with excess inventory....no? :?I think the point of the article was that AMD was well positioned with its inventory and its possible ability to ramp-up production and expand margins.. . . . in the case of AMD / Intel.
Chipzilla may be building up inventory in anticipation of summer price cuts or planned Fab summer maintenance(?).
AMD would certainly be reducing DSI with 939 EOL, a lean inventory strategy due to cash flow and possibly the binning of Barcelona in anticipation of a late Q2 - early Q3 launch . . .
Dell was famously an Intel-only shop until recently, when it began selling AMD-based machines. Some pundits have noted that Dell only began shipping AMD systems following AMD filing its lawsuit against Intel last June.
AMD's suit against Intel involves a huge amount of discovery documentation, unprecedented in US legal history. As such, the case is not expected to go to trial until 2009.
However, Dell is not the only OEM to have a history of buying chips exclusively from Intel, Kay said. Toshiba Corp has long been an Intel-only OEM, and continues to be. "But they're not already bleeding from multiple wounds" like Dell, he said.