Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Petz who wrote (168471)	7/18/2002 8:48:52 PM
From: Robert Salasidis	Respond to of 186894

The other possibility is that the inventory includes a lot of lower speed values, and with the rapid depreciation of the Athlon (being closer positioned to the Celeron now), they may have to take a writedown.

To: Petz who wrote (168471)	7/18/2002 9:51:45 PM
From: Dave	Read Replies (1) \| Respond to of 186894

John, Inventories for the past several quarters have remained flat. While what you state is correct, i.e. Inventories are valued at cost. The point I was trying to make is that in view of AMD's dramatic sequential fall in revenues, I would've expected a dramatic rise in inventories. I believe that AMD's fabs were not running at capacity and believe that AMD knew of this revenue shortfall as early as May.