http://stockmarketbeat.com/blog1/2006/10/11/fear-and-greed/ Our beat: The stock market. Our job: Beat it. Thu, 28 Aug 2008 20:50:15 +0000 http://wordpress.org/?v=2.2.1 http://stockmarketbeat.com/blog1/2006/10/11/fear-and-greed/#comment-4363 Stock Market Beat » Blog Archive » Intel: Still Making Too Many Chips Thu, 19 Oct 2006 12:00:44 +0000 http://stockmarketbeat.com/blog1/2006/10/11/fear-and-greed/#comment-4363 [...] We have said over and over and over that the way for Intel to get out of the doldrums is to produce only as many chips as they can sell.  Reducing their purchases of manufacturing capacity is the way to do that. However, even here we are a bit concerned that the message hasn’t sunk in because the “small timing changes” indicates that they moved some planned purchases for the fourth quarter into early next year. It’s a start, but if the next earnings release discusses “large timing changes” we’d be happier still. The author may hold a position in the securities discussed. A current list of the author's holdings is available here. [...] […] We have said over and over and over that the way for Intel to get out of the doldrums is to produce only as many chips as they can sell.  Reducing their purchases of manufacturing capacity is the way to do that. However, even here we are a bit concerned that the message hasn’t sunk in because the “small timing changes” indicates that they moved some planned purchases for the fourth quarter into early next year. It’s a start, but if the next earnings release discusses “large timing changes” we’d be happier still. The author may hold a position in the securities discussed. A current list of the author’s holdings is available here. […]

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