Customer deposits and supply shortages indicate that demand currently exceeds Intel's ability to ship, giving it near-term pricing support and revenue visibility. The $1.7 billion in customer prepayments signals that buyers are willing to commit capital upfront to secure allocation—a sign of relative customer dependence during the shortage period.
the thesis · admitted · the reason above is the thesis, not printed twice
no findingread · nothing bore on it
It held on this filing. No finding was written because nothing in it bore on the reason — the sentences it was read against are below.
the evidence · every sentence checkedthree sentences · whole, uncut
the claims it rests on · in our words, not the filing’s