http://stockmarketbeat.com/blog1/2007/05/31/semiconductor-inventory-levels/ Our beat: The stock market. Our job: Beat it. Tue, 03 Jun 2008 15:36:49 -0600 http://wordpress.org/?v=2.8.1 hourly 1 http://stockmarketbeat.com/blog1/2007/05/31/semiconductor-inventory-levels/comment-page-1/#comment-36990 INTC AMD: Are Margin Risks Recognized at Intel and AMD? - Stock Market Beat - Our beat: The stock market. Our job: Beat it. Mon, 11 Jun 2007 14:21:40 +0000 http://stockmarketbeat.com/blog1/2007/05/31/semiconductor-inventory-levels/#comment-36990 [...] Starting with the actual inventory levels, measured in days sales on hand, Intel has 87.4 days while AMD has 67.8. While the company level inventory could mask trends going on in the channel (such as Hewlett Packard’s (HPQ - Annual Report) “strategic buys“) it does potentially indicate that AMD have less need to discount inventory in the near future, and potentially better margins. [...] [...] Starting with the actual inventory levels, measured in days sales on hand, Intel has 87.4 days while AMD has 67.8. While the company level inventory could mask trends going on in the channel (such as Hewlett Packard’s (HPQ – Annual Report) “strategic buys“) it does potentially indicate that AMD have less need to discount inventory in the near future, and potentially better margins. [...]

]]> http://stockmarketbeat.com/blog1/2007/05/31/semiconductor-inventory-levels/comment-page-1/#comment-34767 DSI Trends for Semiconductor Companies - Stock Market Beat - Our beat: The stock market. Our job: Beat it. Sat, 02 Jun 2007 23:09:52 +0000 http://stockmarketbeat.com/blog1/2007/05/31/semiconductor-inventory-levels/#comment-34767 [...] Semiconductor Inventory Levels [...] [...] Semiconductor Inventory Levels [...]

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