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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 258.90+9.0%3:59 PM EST
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To: fyodor_ who wrote (66493)12/28/2001 4:29:15 PM
From: TGPTNDRRead Replies (2) of 275872
 
fyo, Re: <So you are in favor of the ever-popular stock-piling theory?>

		Sept. 30,2001	July 1,2001	Oct. 1,2000

Inventories	 449,078	 400,849	 343,541
(Thousands)

amd.com

Looks to me like they're stockpiling something.

$49M increase in inventory from 7/1 to 9/30 is something around 1/2M CPUs @ $100 each.

How many CPUs do you figure will fit in $449M?

;-)

tgptndr
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