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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 247.99-4.2%3:59 PM EST

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To: Ali Chen who wrote (66533)12/28/2001 9:08:37 PM
From: TGPTNDRRead Replies (2) of 275872
 
Ali, Re: <You probably should count not the cost of finished CPU, but the cost of sorted and partially tested wafers.
Which is probably not more than $20 apiece.>

Yes. Consider that portion of inventory which is CPU wafers is mostly going to be Durons(IMO) -- $449,000,000 of inventory could represent a very substantial number...

Getting to be worth less every day.

tgptndr
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