Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.78

-4.8%

Dec 12 9:30 AM EST

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To: Elmer Phud who wrote (207645)	8/5/2006 11:09:04 AM
From: Rink	Read Replies (2) of 275872

Elmer, re: They're admitting to 100s of millions of NGA cost in inventory. What you're implying is that this probably bodes well for NGA sales. You're probably correct in that aspect. Petz however added that this leaves $3,636 of "other CPUs" cost in inventory. In other words it is likely that most of the inventory added in Q2 was non NGA related. That's a rather valuable point, wouldn't you agree? Another question is if most of the inventory that'll be added in Q3 (per guidance) will be non NGA related as well. Regards, Rink

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