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

To: Elmer who wrote (69282)	1/28/2002 3:11:14 PM
From: combjelly	Read Replies (2) \| Respond to of 275872

"I believe their phrase was "favorable" when describing the Athlon to Duron ratio" Good point, that was the exact wording. I don't see how they could have gotten their ASPs to the point that they did without Durons being a small minority of the sales, but that wasn't their wording. "Another point to mention is that inventories were down slightly suggesting they sold more than they could make, but more what?" Yup. Plus, without knowing exactly what stage of manufacture their inventory is in, that can change the value pretty radically. Since they do things pod-based at Fab30, I would guess they could even hold partially completed wafers for an extended period of time with a very low inventory value. I doubt if they would do that, but... The point being that the Q401 CC was one of the vaguest they have had in recent years.