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To: combjelly who wrote (69284)1/28/2002 4:07:31 PM
From: ElmerRead Replies (1) | Respond to of 275872
 
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...

Are you saying they could holding wafers at metal for instance, and not have to value them as inventory?

EP



To: combjelly who wrote (69284)1/28/2002 6:51:12 PM
From: Joe NYCRespond to of 275872
 
combjelly,

We don't know what was in inventory (CPU vs. flash)

Joe