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


To: ptanner who wrote (48307)7/18/2001 6:08:18 PM
From: AK2004Respond to of 275872
 
PT
39 days sounds more believable but it seems that more than just ML concerned with inventories so who knows....
Regards
-Albert
ps let us know if you find something interesting



To: ptanner who wrote (48307)7/19/2001 12:15:23 AM
From: Joe NYCRead Replies (1) | Respond to of 275872
 
PT,

to followup on a possibly troublesome trend in AMD's numbers which I downplayed last quarter but persisted this quarter: growth in accounts receivable.

If you sell > 50% of the new processors in June, the last month of the quarter Account Receivables must show an increase.

Joe