Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.54

+1.6%

12:59 PM EST

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To: pgerassi who wrote (200552)	6/5/2006 11:09:31 PM
From: Sarmad Y. Hermiz	Read Replies (1) of 275872

>> To cover turning $5 billion in inventory into $3 billion now and eventually $1 billion in the future requires either Dear Pete, Even if we use the $5B figure as current Intel non-NGMA inventory, Intel will sell at least 3x this amount in non-NGMA parts before NGMA becomes dominant. As they replenish each turn, they can reduce the replacement quantity a little and the inventory will be consumed. Anyway, I know I can't now prove something in the future, so I've said what I expect, and I know what you expect. We'll see which model will turn out to have been more predictive. Sarmad

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