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To: Elmer who wrote (168475)7/19/2002 12:00:31 AM
From: Petz  Read Replies (3) | Respond to of 186894
 
re:<If AMD sold the die to their Asian subsidiary, who packaged and tested them but has not yet sold them back to AMD for delivery to customers, there is no way to value them.>

Well the Asian subsidiary is wholly owned, I believe, so whatever their holding awaiting sale back to AMD is still inventory and has to be valued at something. If its finished product, it probably has to be valued at expected sale price.

Maybe the best explanation for no growth in inventory is that the first generation or two of 0.13 output had extremely low yields or a circuit design problem. That would also explain why more Durons were sold than Athlons despite the complete absence of Duron desktops anywhere.

Petz



To: Elmer who wrote (168475)7/19/2002 12:58:03 AM
From: qgambit  Respond to of 186894
 
<<If AMD sold the die to their Asian subsidiary, who packaged and tested them but has not yet sold them back to AMD for delivery to customers, there is no way to value them.>>

Consolidation would reverse such a "sale".