Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 236.78

-6.1%

Jan 30 3:59 PM EST

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To: Sarmad Y. Hermiz who wrote (196641)	5/13/2006 10:47:25 PM
From: firthoffourth	Read Replies (1) of 275872

It is puzzling that unit shipments were down in q1, and revenue (implying units) is expected to be flat for q2. Where did fab 36 production go ? Not to revenue. And not to inventory. Does "low" mean "close to nothing" ? But that also doesn't make sense. Deferred income on shipments to distributors Q4 2005 - $141,898,000 Q1 2006 - $194,940,000 Perhaps this increase was from fab 36?

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