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Intel X86 Q3 2018 Channel Inventory - Preliminary Report

Summary

Intel by CPU category channel inventory holding.

195 processor categories represented.

Individual category percent of total notation.

Intel Q3 Channel Inventory Report Summary –

Full line Intel 1K average weighed price AWP of channel inventory holdings;

Core Coffee Lake, Xeon Skylake, SL Extremes, Atom Gemini Lake = $1,045.80.

Analyst high volume discount applied on full line inventory holding 50% Core and 70% Xeon. Result; on category line weight discount is 64% off 1K = $376.23 for a competitive profit.

On 25 year long run volume discount 50% off 1K = $522.90 that is low end of economic profit range, this analyst considers economic aim likely, then, Intel Q/Q marginal revenue drops 14.9% from Q2 AWP $614.63.

Testing Robert Castallano ASP against channel AWP 1K discount for Notebook 46%, Desktop 69%, Xeon 87% = AWP $1,045.80 and 80% = AWP $204.40 this analyst disqualifies as low. Analyst notes open market channel data does not see into future time sales volume will be considered below.

LONG RUN FULL LINE 1K AWP – Back in time to Current Time;

Coffee Lake back through Ivy Bridge Xeon = $1,177.63

Coffee Lake back through Haswell and Bay Trail = $1,125.61

Coffee Lake back through Haswell = $1,134.99

Coffee Lake back through Broadwell = $1,098.54

Coffee Lake back less Core Broadwell = $1,126.60

Coffee Lake back through Skylake and Braswell = $617.89

Coffee Lake back through XSL and Kaby Lake = $806.50

Coffee Lake, XSL, KBG less Core Kaby Lake = $1,063.25

Coffee Lake only = $324.41

Core Coffee Lake, XSL, Extremes, Atom Gemini Lake = $1,045.80

If Cascade Lake Xeon hidden from channel inventory data delivers a 20% lift in Q3 volume at XSP/EE Q3 AWP = $1,117.01, at 40% lift = $1338.54 / 2 = upper end of economic profit range at $669.27. At minimum plus 20% lift on AWP $1,117.01 unseen Q3 Cascade Lake is down 19% from unseen Q2 Skylake Xeon.

Analyst Q3 economic profit range $522.90 to $614.93. Have not tested average cost at / 8.

Continuing here to document INTC 10K back five year’s division revenue split false certification, is the long time suspect employee sub group production cartel rebate and discount theft, on channel holding data;

On back 5 years channel inventory volume –

Desktop = 9.60%
Mobile = 11.90%
Xeon = 78.50%

On back 5 years channel inventory $1K value –

Desktop = 3.14%
Mobile = 3.08%
Xeon = 93.78%

Back 5 years Inventory value Core 50% and Xeon 70% discount off $1K –

Desktop = 5.03%
Mobile = 4.93%
Xeon = 90.04%

Now for Q3 only;

On channel inventory volume –

Desktop = 31.16% up 281.86% from Q2
Mobile = 44.62% up 288.67% from Q2
Xeon = 24.22% down (69.86%) from Q2

On inventory $1K value –

Desktop = 14.67% up 524.25% from Q2
Mobile = 15.21% up 499.09% from Q2
Xeon = 70.13% down (26.08%) from Q2

Inventory value on Core 50% and Xeon 70% discount off $1K –

Desktop = 20.39% up 86.55% from Q2
Mobile = 21.13% up 104.94% from Q2
Xeon = 58.48% down (25.74%) from Q2

Analysis; Intel is rebalancing primary production output on non reported non accounted secondary processor production values now sitting in channels associated with the employee cartel sub group theft pursuant EUCC 37.990 investigation rebates and discounts. Is FTC 9341 RICO discovery that is USDOJ responsibility at 18 U.S.C. § 1956 laundering monetary instruments to conceal or disguise proceeds of illegal activities in the transfer of real property at (NYSE:A)(i) promotion, (A)(ii) tax evasion, (NYSE:B)(i) concealment, (B)(ii) avoid transaction reporting requirements; (A)(2) international, (A)(3) sting, (NYSE:H) concerted action.

Note 18 U.S.C. § 1956 differs from Intel Inside® 18 U.S.C. § 1962(c) collection of unlawful debt totaling, over 25 years, $40,367,500,000. At 15 U.S.C. §§ 1, 2 tied charge back ‘price fix’ registered metering, infringes Anti kick back Act of 1986 and Title 48 subpart 3 improper business practice.

Analyst anticipates compensatory remedial values associated with Intel Inside® price fix recovery will lessen Intel 2019 total revenue between $4.838 B States Attorneys General States Citizens minimum recovery on four year civil RICO limit up to $20.555 B on 10 year criminal RICO limit.

Analyst anticipates cartel channel theft recovery from Entity Intel, will offset some Intel Inside® consumer price fix recovery.

Top 22 product category SKUs above 1%, among 195 total categories tallied, Coffee Lake back through Ivy Bridge Xeon –

Xeon 2P E5 2600 v2 10C = 10.21%

Xeon 2P E5 2600 v3 8C = 7.88%

Xeon 2P E5 2600 v3 6C = 6.59%

Xeon 2P E5 2600 v2 8C = 5.97%

Xeon 2P E5 2600 v3 12C = 5.06%

Xeon 2P E5 2600 v2 6C = 4.38%

Xeon 2P E5 2600 v3 14C = 3.87%

Xeon 2P E5 2600 v4 8C = 3.61%

Xeon 2P E5 2600 v3 4C = 3.34%

Xeon 2P E5 2600 v3 10C = 3.26%

Xeon 2P E5 2600 v4 14C = 3.24%

Xeon 2P E5 2600 v4 10C = 2.74%

Xeon 2P E5 2600 v4 4C = 2.28%

Xeon 2P E5 2600 v4 6C = 1.92%

Xeon 2P E5 2600 v4 18C = 1.84%

Xeon 2P E5 2600 v4 12C = 1.48%

Core i5 Dual Mobile 43/42xx MHEUY = 1.46%

Xeon 2P E5 2600 v3 16C = 1.29%

Xeon 2P E5 2600 v2 4C = 1.15%

Core i5 Quad Desktop 46/45/44xxx = 1.09%

Xeon 2P E5 2600 v3 18C = 1.01%

Xeon 2P E5 2600 v4 22C = 0.99292%

Real time product category ‘current ship’ % total of whole tally –

Coffee Lake Core desktop = 1.36%, 1K AWP $260.31

Coffee Lake Core mobile H = 1.08%, 1K AWP $388.13

Kaby Lake R Core mobile U 28w = 1.42%, 1K AWP $356.60

Kaby Lake G Core mobile and NUC = 0.0892%, 1K AWP $539

Whiskey Lake Core mobile U 15w = 0.0021%, 1K AWP $330.93

Extreme i9 7980XE 18C = 0.064%, 1K AWP $1,999

Extreme i9 7960X 16C = 0.058%, 1K AWP $1,699

Extreme i9 7940X 14C = 0.060%, 1K AWP $1,399

Extreme i9 7920X 12C = 0.094%, 1K AWP $1,199

Extreme i9 7900X 10C = 0.102%, 1K AWP $999

Extreme i9 9900K 8C = 0.0118%, CPU 1K AWP $493.50 selling at a 32% to 102% premium over 1K list.

Xeon W = 0.0346%, 1K AWP $573

Xeon 21xx = 0.0205%, 1K AWP $261.12

Xeon Platinum = 0.3202%, 1K AWP $7,263.64

Xeon Gold = 0.7414%, 1K AWP $2,517.14

Xeon Silver/Bronze = 0.3546%, AWP $524.86

Xeon D Edge Server = 0.00042%, 1K AWP $555

Xeon D Network & Storage Server = 0.00084%, 1K AWP $1,362.56

Xeon D Cloud Network = 0.0063%, 1K AWP $847.59

Atom Gemini Lake Pentium N = 0.0172%, 1K AWP $161

Atom Gemini Lake Pentium J = 0.0205%, 1K AWP $107

Atom Gemini Lake Celeron N = 0.0497%, 1K AWP $107

Atom Gemini Lake Celeron J = 0.0205%, 1K AWP $107

On the Intel litigation load, 42 U.S.C. § 1981(A)(B) ‘lawful’ Intel Inside recovery class verse ‘unlawful’ infringing class at 42 U.S.C. § 1985(2)(3) concerted action to disable interstate commerce at United States Constitution Article 1, Section 8, Commerce Clause 3; 15 U.S.C. §§ 1 and 2 cognizable 15 U.S.C. § 15; 18 U.S.C. §§ 241, 242, 1505, 1512, 1513, 1516, 1519 on 18 U.S.C. §§ 2, 3, 4, 371, 641, 1001a(1)(2)(3), 1961, 1962(c) cognizable 18 U.S.C. § 1964(c) presents the §§ 1831 and 2382 questions, it will take a few weeks to get whole Q3 channel inventory ‘by grade SKUs’ report completed for FTC submission. I will post here accordingly.

Supporting channel inventory financial risk management under re-balancing of inventory holdings for financial reclaim, on Intel output change to correct for surplus state, to expedite for purpose of inventory financial risk management Q3 whole category volume data is posted below.

Mike Bruzzone, Camp Marketing

Ranked most to least;

Xeon 2P E5 2600 v2 10C = 10.21886%

Xeon 2P E5 2600 v3 8C = 7.88105%

Xeon 2P E5 2600 v3 6C = 6.59934%

Xeon 2P E5 2600 v2 8C = 5.97265%

Xeon 2P E5 2600 v3 12C = 5.06640%

Xeon 2P E5 2600 v2 6C = 4.38872%

Xeon 2P E5 2600 v3 14C = 3.87746%

Xeon 2P E5 2600 v4 8C = 3.61259%

Xeon 2P E5 2600 v3 4C = 3.34815%

Xeon 2P E5 2600 v3 10C = 3.26273%

Xeon 2P E5 2600 v4 14C = 3.24720%

Xeon 2P E5 2600 v4 10C = 2.74392%

Xeon 2P E5 2600 v4 4C = 2.28765%

Xeon 2P E5 2600 v4 6C = 1.92477%

Xeon 2P E5 2600 v4 18C = 1.84103%

Xeon 2P E5 2600 v4 12C =1.48550%

Core i5 Dual Mobile 43/42xx MHEUY = 1.46871%

Xeon E5 2P 2600 v3 16C = 1.29074%

Xeon 2P E5 2600 v2 4C = 1.15285%

Core i5 Quad Desktop 46/45/44xxx = 1.09471%

Xeon 2P E5 2600 v3 18C = 1.01391%

Xeon 2P E5 2600 v4 22C = 0.99292%

Xeon 2P E5 2600 v4 20C = 0.96375%

Core i7 88/87xxH Hexacore Mobile = 0.80802%

Xeon 2P E5 2600 v2 12C = 0.79837%

Xeon 2P E5 2600 v4 16C = 0.74653%

Xeon Scalable 2/4P Gold 81xxx = 0.74149%

Core i7 87/80xxx Hexacore Desktop = 0.72575%

Core i7 86/85xxx Quad Mobile U = 0.71547%

Core i7 Quad Desktop 6700x = 0.71442%

Xeon 1P E5 1600 v3 4C = 0.70287%

Core i5 83/82xxx Quad Mobile U = 0.66237%

Xeon 1P E5 1600 v4 4C = 0.59164%

Core i7 Quad Desktop 77Xxx = 0.58492%

Core i5 Dual Mobile 73/72xx = 0.51567%

Core i7 Dual Core Mobile 66/65/64U = 0.49300%

Braswell Celeron N31/30xx = 0.48502%

Core i3 Dual Mobile 41/40xx MEUY = 0.46467%

Core i7 Quad Mobile 49/48/47xx Hx/Mx = 0.45501%

Core i5 86/85/84xxx Hexacore Desktop = 0.44997%

Core i7 Dual Mobile 77/76/75xx = 0.44494%

Core i7 Dual Mobile 46/45xx MUY = 0.43969%

Core i5 Dual Mobile 52/53xxU = 0.42710%

Xeon 1P E5 1600 v3 6C = 0.41576%

Core i7 Quad Mobile 79/78/77xxHx = 0.41241%

Xeon E5 46xx v2 8C 4-way = 0.40989%

Core i5 Dual Mobile 63/62/61U = 0.39792%

Core i7 Quad Mobile 69/68/67xxH = 0.36602%

Core i7 Dual Mobile 55/56xxU = 0.36371%

Xeon Scalable 1P Silver and Bronze 41/31xxx = 0.35469%

Bay Trail M = 0.35217%

Core i5 Quad Desktop 66/65/64xxx = 0.35007%

Xeon 1P E5 1600 v2 6C = 0.33811%

Core i7 Quad Desktop 47xxx = 0.33559%

Xeon Platinum 8/4/2-way = 0.32027%

Xeon E5 46xx v2 10C 4-way = 0.26780%

Core i3 Dual Mobile 50/51xxU = 0.24514%

Xeon 1P E3 12xx v3 = 0.24472%

Core i5 Quad Desktop 76/75/74xxx = 0.23863%

Xeon 1P E5 1600 v4 8C = 0.23611%

Xeon 1P E3 12xx v5 = 0.21827%

Xeon 2P E5 2400 v2 4C = 0.21806%

Xeon 1P E5 1600 v2 4C = 0.20106%

Xeon 2P E5 2400 v2 6C = 0.19414%

Apollo Lake Celeron N34/33xx = 0.19036%

Core i3 Dual Mobile 61xxU = 0.17420%

Core i3 Dual Desktop 63/61/60xxx = 0.17105%

Core i3 83/81xxx Quad Desktop = 0.16496%

Core i5 84/83xxH Quad Mobile = 0.16454%

Xeon E5 46xx v2 6C 4-way = 0.15762%

Xeon 1P E5 1600 v3 8C = 0.15615%

Xeon E7 48xx v2 4-way = 0.15363%

Xeon 1P E3 12xx v5 = 0.14523%

Bay Trail D = 0.13768%

Core i3 Dual Desktop 73/71/70xxx = 0.12781%

Bay Trail T = 0.12551%

Xeon E7 88xx v3 8-way = 0.11984%

Xeon 1P E5 1600 v4 6C = 0.11690%

Core i7/i5/i3 IRIS 640 = 0.11081%

Pentium Dual Desktop G45/44xxx = 0.10788%

Core i3 Dual Mobile 71xx = 0.10452%

Atom x5 = 0.10410%

Xeon 2P E5 2400 v2 10C = 0.10389%

Extreme i9 7900 10C = 0.10263%

Braswell Pentium N37xx = 0.10158%

Core i9 8950HK Hecacore Mobile = 0.09528%

Extreme i9 7920 12C = 0.09486%

Xeon 2P E5 2400 v2 8C = 0.09423%

Xeon E7 88xx v4 8-way = 0.09277%

Pentium Dual Desktop G34/33/32xxx = 0.08941%

Core i7/i5 88/87/83xxx KBG with Radeon = 0.08920%

Core 6Y5x Dual Mobile = 0.08752%

Core i5 Quad Mobile 74/73xxHx = 0.08563%

Celeron Dual Mobile 32/37xxU = 0.08185%

Xeon E7 48xx v4 4-way = 0.07639%

Celeron Dual Mobile MUY= 0.07514%

Core i5 Quad Mobile 64/63xxH = 0.07430%

Xeon E7 48xx v3 4-way = 0.06905%

Core 6Y30 Dual Mobile = 0.06716%

Core i7/i5/i3 IRIS 650 = 0.06674%

Extreme i9 7980xe 18C = 0.06485%

Core i3 Dual Desktop 43/41/xxx = 0.06338%

Extreme i9 7940 14C = 0.06023%

Xeon E5 15xx v5 Mobile = 0.06023%

Extreme i9 7960 16C = 0.05814%

Xeon E5 46xx v4 14C 4-way = 0.05520%

Xeon E5 46xx v4 16C 4-way = 0.05289%

Core i3 8130 Dual Mobile U = 0.05184%

Xeon E5 46xx v4 12C 4-way = 0.05037%

Gemeni Lake Celeron N4xxx = 0.04974%

Apollo Lake Pentium N42xx = 0.04932%

Celeron Dual Mobile 39/38xx = 0.04491%

Core i7 6800K 6C = 0.04302%

Core 6Y75 Dual Mobile = 0.04009%

Celeron Dual Desktop G39xxx = 0.03883%

Xeon Scalable W 21/20xx = 0.03463%

Xeon E5 46xx v3 12C 4-way = 0.03421%

Bay Trail I = 0.03358%

Haswell Xeon E5 46xx v3 10C 4-way = 0.03232%

Core 7Y75 Dual Mobile = 0.02959%

Core 7Y5x Dual Mobile = 0.02938%

Celeron Dual Desktop G18xxx = 0.02875%

Xeon E7 88xx v2 8-way = 0.02749%

Celeron Dual Desktop G39xxx = 0.02728%

Braswell Pentium J37xx = 0.02728%

Apollo Lake Celeron J34/33xx = 0.02539%

Xeon E5 46xx v4 10C 4-way = 0.02435%

Pentium Dual Desktop G45/44xxx = 0.02246%

Core 7Y30 Dual Mobile = 0.02162%

Core 5Y7x Dual Mobile = 0.02099%

Xeon Scalable 21xxx = 0.02057%

Gemini Lake Pentium J5xxx = 0.02057%

Gemini Lake Celeron Jxxx = 0.02057%

Braswell Celeron J31/30xx = 0.01973%

Extreme i7 6950X 10C = 0.01910%

Xeon E5 46xx v3 14C 4-way = 0.01910%

Pentium Dual Core Mobile 38xxU = 0.01826%

Extreme i7 4960X 6C = 0.01784%

Gemini Lake Pentium N5xxx = 0.01721%

Xeon E 21xxM Hexacore Mobile = 0.01700%

Clover Trail = 0.01616%

Core i7 4930K 6C = 0.01532%

Pentium Gold 56/55/54xx Dual Core = 0.01511%

Pentium Dual Mobile 35xx MUY = 0.01490%

Core 5Y10x Dual Mobile = 0.01448%

Xeon E5 46xx v4 8C 4-way = 0.01364%

Core i7 Dual Core Mobile IRIS 650 = 0.01301%

Pentium Dual Core Mobile 4415U = 0.01238%

Pentium Dual Core Mobile 4405U = 0.01196%

Extreme i7 5820K 6C = 0.01133%

Extreme i7 6850K 6C = 0.01112%

Celeron G49xx Dual Core = 0.01028%

E3 15xxM v6 = 0.01007%

Core i7 Quad Desktop 7800x = 0.00986%

Xeon D v4 4C = 0.00965%

Extreme i7 5930K 6C = 0.00965%

Xeon Phi = 0.00965%

Atom x7 = 0.00944%

Xeon E5 46xx v3 18C 4-way = 0.00944%

Extreme i7 4820K 4C = 0.00944%

Extreme i7 5960X 8C = 0.00881%

Xeon E5 46xx v3 16C 4-way = 0.00798%

Core i7 59/58/57xx Quad Core Mobile = 0.00714%

Core 5Y31 Dual Core Mobile = 0.00672%

Xeon D v4 8C = 0.00651%

Xeon D v4 6C = 0.00630%

Extreme i7 6900K 8C = 0.00630%

Xeon E5 46xx v4 22C 4-way = 0.00525%

Apollo Lake Pentium J42xx = 0.00504%

Xeon E5 46xx v3 6C 4-way = 0.00504%

Xeon E5 46xx v4 18C 4-way = 0.00462%

Core i5 Quad Desktop 56/55 C/R = 0.00399%

Xeon E5 46xx v2 12C 4-way = 0.00378%

Core 5Y51 Dual Mobile = 0.00294%

Core i3 Dual Mobile 61xxH = 0.00252%

Pentium 4405Y Dual Mobile = 0.00231%

Merrifield = 0.00231%

Core i5 Dual Mobile IRIS 62xxU = 0.00210%

Xeon Avoton and Rangeley C27/25/23xx = 0.00210%

Moorefield = 0.00189%

Core i5 82xx Mobile 28w = 0.00168%

Xeon D v4 16C = 0.00168%

Pentium 4410y Dual Mobile = 0.00147%

Core i7 Quad Desktop 5775 C/R = 0.00147%

Pentium D v4 2C = 0.00126%

Xeon 1P E5 1600 v2 8C = 0.00105%

Atom x3 = 0.00084%

Xeon D IT Network and Storage Server = 0.00084%

Core i3 Dual Mobile 71xxH = 0.00063%

Xeon D v4 12C = 0.00063%

Xeon D NT Cloud Network = 0.00063%

Xeon E3 12xx v4 = 0.00063%

Core i7 85xx Mobile 28w = 0.00042%

Xeon D I Edge Server = 0.00042%

Xeon Avoton C3xxx = 0.00000%

Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.