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

To: herb will who wrote (48420)	7/19/2001 7:16:17 PM
From: Dan3	Respond to of 275872

Re: What is the likelihood of over 50% of sales occurring in June It's when OEMs put together boxes for back to school. AMD was also doing an initial pipeline fill for their entry into the mobile market. Intel also claimed June was pretty good, and that's despite all those mobile sockets they suddenly lost to AMD.

To: herb will who wrote (48420)	7/20/2001 2:18:34 AM
From: ptanner	Read Replies (1) \| Respond to of 275872

Herb, Re: "AMD’s Accounts Receivable balance increased substantially at the end of Q2 from 602M at the end of Q1 to 728M at the end of Q2 an increase of $126M or 21%." FWIW, from Q1 to Q2 of 2000 AMD's A/R increased by 32%; however, some perspective revenues increased during that period 7% QOQ rather than declining 17%. What I am a little more concerned about is the increase in AMD's inventory WRT revenue. Of course, this increase could be largely influenced by the introduction of new product (mobile CPUs and Athlon MP) as well as the continued ramp of Dresden. -PT