Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.80

+1.7%

Jan 16 3:59 PM EST

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To: Sarmad Y. Hermiz who wrote (197438)	5/18/2006 7:30:25 AM
From: BUGGI-WO	Read Replies (1) of 275872

[Edited 2.] @Sarmad - Revs./GM Yupp, seems correct now (my fault), doesn't change the given picture that much ... inventory is LOW, TOO LOW from my perspective. Edit: Overall finished goods ->300Mio. (potential Rev.) / 1300 = 0,23* 13 = 3 weeks Overall finished goods - 50Mio. for new stuff (AM2,TL,Opti) ->200 / 1300 = 0,15 *13 = 2 weeks -> Assume more Revs for Q3 or Q4. 200/1500-1600 (Q3?) => 1,7-1,6 weeks Edit2: Just to get to "normal" levels (4-6weeks = also low) inventory had to grow to: - 4 weeks = around 1/3 quarter => 1600/3 = 500-550Mio. in potential revs. => GM = 50% = 250-280Mio. = finshed goods = 100% over current situation -> in the end, its not that important, if this or that number is "fully" correct, the overall picture says me: AMD needs more FABspace NOW and thats what they are doing. BUGGI

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