Please Note: Blog posts are not selected, edited or screened by Seeking Alpha editors.

Xeon Channel Inventory Management Data

|About: Advanced Micro Devices, Inc. (AMD), INTC

Inventory Clearing Xeon v2 / v3 / v4.

Product Sales Administration for Financial Risk Management.

Coordinated Planning to Timely Unlock Product Financial Values.


Series of installments detailing Xeon by product category channel inventory holdings; v2 / v3 / v4 / Xeon D / Scalable.

Situation; Channel at risk of financial loss on excessive secondary market Xeon product volume in relation to end use demand, sales/price runway.

Goal; Back-in-Time Inventory Sales Clearing.

Objective: Data supporting product sales administration.

Strategy; Inventory Financial Risk Management.

Tactic; Coordinated Planning to discharge viable grade SKUs from secondary market inventories; end use on applications utility, repurpose, manufacturer assistance; processor house customer referral and the enabling of innovative system implementations.

What ever it takes to move overage out of inventories for financial value freeing secondary sales for primary reinvestment. Channel trades take place. Intel can buy back non-demanded for cash. Intel can refer. Intel product trade out is not allowed on that long time competitive restraint.

Deliverable; Unlock Financial Values for Competitive Reinvestment and Primary CPU Sales Market Economic Renewal.

Analyst identifies on Intel 1K price $2,453,622,479,410 in Xeon v2/v3/v4 competitive displacement values. Commercial processor (data center) market value then over 5 years; range $147,217,348,764 (at 70% volume discount) down to $73,608,674,383 (85% volume discount) annual. In a harvesting scenario like this the idea is to sustain market value increasing price and reducing volume. In this specific production situation on the commercial art morphing back toward applied science on lithography and package science.

Product categories addressed; E7 88/48xx, E5 4600, E5 26/24xx, E5 1600, Xeon D and AMD Epyc and Thread-ripper volume in relation to select Xeon volumes.

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