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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 221.06-1.1%Jan 5 3:59 PM EST
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To: Charles R who wrote (43599)6/10/2001 11:19:22 AM
From: combjellyRead Replies (1) of 275872
 
" I am surprised that this question keeps coming up. Here is some homework for you. It can be done two ways."

I have done the homework many times. A key piece of information is lacking, yield. In addition, we don't know how many Athlons are started in Fab25, and how many in Fab30. In addition, we don't know how many wafer starts are for Palominos and are being held in WIP as unfinished wafers/die. I also check the CCs on a regular basis, and go back and compare between them. I have also examined the financial result, particularly inventory. Now AMD is only required to carry the costs for stuff that is in WIP, and an unfinished die will cost something under $10, depending on what stage it is in manufacturing. So a $10 million increase in inventory can be a lot of WIP, but not so many packaged chips. So this doesn't shed a lot of light. All I can say is that AMD is claiming they are selling all the Athlons they make, and claimed in the Q1 CC that all the Durons went too. If anyone can prove differently, then AMD is subject to a lawsuit. Now in the Q4 CC, AMD mentioned that they expected to build up some inventory in Q1 so there was no real pressure to play the "sold out" card. So why would they lie?
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