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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Goutam who wrote (23047)	12/20/2000 1:46:06 PM
From: DRBES	Respond to of 275872

re: "Re: < Sure, DARBES. AMD has large inventories of unsold processors >" The unsold inventory, in my mind, is the least of inteL's problems in this arena. All of its current capacity (which will eventually have to be written down and replaced) is concentrated in a "sweet spot" that longer exists. As did the IBM of the previous decade; inteL is coasting on a "good name" that is rapidly evaporating. The parallel is compelling. Patient Regards, DARBES

To: Goutam who wrote (23047)	12/20/2000 1:57:30 PM
From: milo_morai	Respond to of 275872

Goutama Excellent!! Nice work.. Thankyou. Milo

To: Goutam who wrote (23047)	12/20/2000 1:59:35 PM
From: Petz	Read Replies (1) \| Respond to of 275872

Goutama, WOW, that huge accounts payable at Intel is unbelievable! AMD does break out their inventory into the 3 segments in their 10Q's. Can an accountant here explain whether unsold Durons and P3's can be considered "work in process" if, for example, they are held in wafer form? If so, what determines their valuation in inventory? Do the companies have "wiggle room" to value them anywhere between cost (~$20 per CPU) and eventual sales price ($40 - $100 per CPU)? If the CPU's in inventory are completely finished, but unsold, must they be valued at estimated sales price and included in finished goods? Petz