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Technology Stocks : Intel Corporation (INTC)
INTC 41.41+2.2%Dec 5 3:59 PM EST
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To: Petz who wrote (168471)7/18/2002 9:51:45 PM
From: Dave  Read Replies (1) of 186894
 
John,

Inventories for the past several quarters have remained flat. While what you state is correct, i.e. Inventories are valued at cost. The point I was trying to make is that in view of AMD's dramatic sequential fall in revenues, I would've expected a dramatic rise in inventories.

I believe that AMD's fabs were not running at capacity and believe that AMD knew of this revenue shortfall as early as May.
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