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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Petz who wrote (92841)	2/13/2000 4:08:00 AM
From: Aaron Cooperband	Read Replies (1) \| Respond to of 1574267

John - Re: "the premise is wrong" I don't disagree that there are alternative interpretations to the news we've been hearing. Its entirely possible that the additional inventory could just be filling AMD's sales channels and not represent a fundamental demand problem. My comments were an effort to present a different view which is contradictory to the current euphoria. We likely won't know the true answer until 1Q earnings is announced. Re: "the valuation of AMD's inventory actually DROPPED by 36M from Oct 1 to Jan 1" Standard practice for inventory valuation is to report at the lower of cost or market. Even if AMD was adding units to inventory, a fall in production cost (due to ramping) could easily result in a lower total inventory valuation. Aaron