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

To: fyodor_ who wrote (66493)12/28/2001 12:14:52 PM
From: Ali ChenRespond to of 275872
 
Fyo, "So you are in favor of the ever-popular stock-piling theory? ;-)"

The CPU chip manufacturing is a lengthy process. Given
uncertainties in yields, it is impossible to precisely
balance inventory of unfinished goods. If general demand
is weak (and we know this for sure), something must be stockpiling, especially in common anticipation of markets
coming recovery.
Of course, given the existence of bin-splits,
the accumulation may be not uniform across the bins.

I am not totally positive about current situation,
but two years ago AMD used to have 12M sorted K6s,
ready to feed and hit the market (as I heard in
private "pool").

Regards,
- Ali



To: fyodor_ who wrote (66493)12/28/2001 4:29:15 PM
From: TGPTNDRRead Replies (2) | Respond to of 275872
 
fyo, Re: <So you are in favor of the ever-popular stock-piling theory?>

		Sept. 30,2001	July 1,2001	Oct. 1,2000

Inventories	 449,078	 400,849	 343,541
(Thousands)

amd.com

Looks to me like they're stockpiling something.

$49M increase in inventory from 7/1 to 9/30 is something around 1/2M CPUs @ $100 each.

How many CPUs do you figure will fit in $449M?

;-)

tgptndr


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