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Intel Corporation Message Board

  • wallisweaver wallisweaver Apr 17, 2013 12:38 AM Flag

    Q1 2013 Earnings: Q&A: Utilization Rates, Foundry

    Utilization Rates

    In terms of your question of the levers that we have, I think that’s a good example of how we can be responsive in a very tactical time horizon to changes in demand. And as I look forward across the year, the prediction right now is we’re going to run at a healthy rate of utilization. In fact, we’re starting the quarter at that utilization rate. I think inventories will continue to be healthy.

    Foundry

    I’ve described the strategy before as a crawl, walk, run strategy. We’re past crawling. We’re in the mode of collecting serious customers. The design win activity leads the announcement activity, as you’d expect in this business, and there are some other customers that we still have not yet publicly announced.

    So it’s a healthy business for us.

    [I like that: collecting serious customers. With deals made that haven't been announced. Speaks well for long-term growth...]

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