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

To: wanna_bmw who wrote (77457)	4/17/2002 5:40:14 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

wbmw, Assuming that crossing over to Tbred production wasn't a big factor (just how many could they have possibly sold to OEMs last quarter?). Therefore, it looks like AMD had a low production quarter, and most of the sales came from inventory from previous quarters. AMD has shut down obsolete fab, which is the source of the reduction, meaning it is a permanent reduction, no an inventory related change. Joe

To: wanna_bmw who wrote (77457)	4/17/2002 5:42:42 PM
From: fyodor_	Read Replies (1) \| Respond to of 275872

Wanna: AMD Cost of Sales Declined 9% from last quarter, but they sold 200k more CPUs. Assuming that crossing over to Tbred production wasn't a big factor (just how many could they have possibly sold to OEMs last quarter?). Therefore, it looks like AMD had a low production quarter, and most of the sales came from inventory from previous quarters. Not necessarily. AMD switched to organic PGA packaging with the Palomino and Morgan, which is quite a bit cheaper than the ceramic packaging used for Tbird and Spitfire. Additionally, AMD announced (last two Qs) cost-cutting measures that could also be partly responsible. -fyo