Don't forget that at the end of Q4 packing inventory was zero. At
the end of Q3 there was some. I am sure that other raw materials
inventories dropped as well (heat sinks???). From the 10-Q for Q3:
Q3-96 Q3-95
Raw materials 18,779 1,330
Work in process 29,727 6,482
Finished goods 3,157 4,461
Let's assume that at the end of the year there were no finished goods,
or practically none. Work in process is probably wafers. Raw
materials incudes packages, heat sink/fans, boxes, and what else?
I suspect that this account declined dramatically, but we'll know for
sure later. Call IR if you want to know sooner. Here is my guess
as to the new breakdown:
Q4-96
Raw materials 4,000
Work in process 20,000
Finished goods 100
or something like that.......
Carl |
