Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 249.66

+7.6%

Jan 21 3:59 PM EST

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To: Petz who wrote (237817)	7/31/2007 12:27:00 PM
From: Sarmad Y. Hermiz	Read Replies (1) of 275872

>> And inventory may have dropped in $ value but remained constant in number of units due to lower costs. If inventory units stayed same from q1 to q2, doesn't this mean that production of completed units in q2 was exactly equal to shipments of completed units in q2 ? Therefor wafer starts in q1 (not q2) should be measure of potential perfect-yield capacity. Since q1 wafer starts are not known, we assume that q1 starts were equal to q2 starts (which are known). And that is what doug used. If you want to dispute his method, you can dispute this assumption. And you can dispute average silicon area per device. The rest of the argument (about packaging time or shipping time or test time) goes away.

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